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 8-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 | $6,282 | $56,484-88.9% | $169,463-96.3% | $64,186-90.2% |
| Participation rate | 89.5% | 64.5%+24.9pp | 77.8%+11.7pp | 69.6%+19.9pp |
| Annual return | -4.72% | -1.55%-3.2pp | 1.83%-6.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $822 | $1,832-55.2% | $4,159-80.2% | $2,381-65.5% |
| Participant deferral / active EE | $1,134 | $3,448-67.1% | $5,277-78.5% | $3,470-67.3% |
| Admin fee / account holder | $499 | $4,174-88.0% | $9,109-94.5% | $4,888-89.8% |