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 6-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 | $4,777 | $82,286-94.2% | $68,791-93.1% | $134,475-96.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.05% | -2.19%-16.9pp | -6.38%-12.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,332 | $3,301-59.7% | $2,655-49.9% | $4,740-71.9% |
| Participant deferral / active EE | $774 | $4,739-83.7% | $3,941-80.4% | $6,400-87.9% |
| Admin fee / account holder | $479 | $6,481-92.6% | $4,932-90.3% | $11,426-95.8% |