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 | $11,209 | $72,177-84.5% | $115,037-90.3% | $59,632-81.2% |
| Participation rate | 75.3% | 72.6%+2.8pp | 81.4%-6.0pp | 68.7%+6.7pp |
| Annual return | -2.28% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $928 | $2,841-67.4% | $4,608-79.9% | $2,203-57.9% |
| Participant deferral / active EE | $1,136 | $4,783-76.3% | $6,026-81.2% | $3,192-64.4% |
| Admin fee / account holder | $736 | $4,927-85.1% | $8,175-91.0% | $4,297-82.9% |