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 | $5,708 | $76,000-92.5% | $154,107-96.3% | $64,186-91.1% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | 6.11% | 30.32%-24.2pp | 735.12%-729.0pp | 7.63%-1.5pp |
| Employer contribution / active EE | $622 | $3,351-81.4% | $5,298-88.3% | $2,381-73.9% |
| Participant deferral / active EE | $392 | $3,175-87.6% | $5,081-92.3% | $3,470-88.7% |
| Admin fee / account holder | $2,187 | $5,596-60.9% | $13,411-83.7% | $4,888-55.3% |