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 | $11,048 | $48,274-77.1% | $63,517-82.6% | $59,632-81.5% |
| Participation rate | 98.0% | 66.3%+31.7pp | 71.0%+27.0pp | 68.7%+29.4pp |
| Annual return | 0.02% | -240.79%+240.8pp | -70.30%+70.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,167 | $1,586+36.6% | $2,322-6.7% | $2,203-1.6% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,350 | $3,600-62.5% | $5,892-77.1% | $4,297-68.6% |