See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,464 | $95,971-96.4% | $74,550-95.4% | $135,375-97.4% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -8.94% | 56.96%-65.9pp | 32.53%-41.5pp | 519.73%-528.7pp |
| Employer contribution / active EE | $946 | $2,716-65.2% | $1,961-51.8% | $4,779-80.2% |
| Participant deferral / active EE | $750 | $3,843-80.5% | $3,108-75.9% | $5,609-86.6% |
| Admin fee / account holder | $747 | $6,522-88.5% | $5,060-85.2% | $10,827-93.1% |