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 9-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 | $12,722 | $75,828-83.2% | $147,614-91.4% | $59,632-78.7% |
| Participation rate | 97.1% | 71.6%+25.5pp | 84.6%+12.5pp | 68.7%+28.4pp |
| Annual return | -0.16% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,142 | $3,485-67.2% | $5,564-79.5% | $2,203-48.1% |
| Participant deferral / active EE | $359 | $3,130-88.5% | $4,895-92.7% | $3,192-88.7% |
| Admin fee / account holder | $1,327 | $5,985-77.8% | $11,611-88.6% | $4,297-69.1% |