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 | $5,026 | $73,867-93.2% | $143,757-96.5% | $68,494-92.7% |
| Participation rate | 72.1% | 66.7%+5.4pp | 80.3%-8.2pp | 67.9%+4.2pp |
| Annual return | -12.08% | 1.01%-13.1pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $441 | $3,184-86.1% | $4,951-91.1% | $2,596-83.0% |
| Participant deferral / active EE | $704 | $3,384-79.2% | $5,637-87.5% | $4,027-82.5% |
| Admin fee / account holder | $433 | $5,755-92.5% | $14,673-97.0% | $5,403-92.0% |