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 5-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 | $4,687 | $95,862-95.1% | $79,550-94.1% | $134,475-96.5% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -19.10% | -2.69%-16.4pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $696 | $3,128-77.7% | $2,413-71.1% | $4,740-85.3% |
| Participant deferral / active EE | $807 | $4,693-82.8% | $3,985-79.7% | $6,400-87.4% |
| Admin fee / account holder | $586 | $9,126-93.6% | $6,832-91.4% | $11,426-94.9% |