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 | $5,183 | $60,124-91.4% | $90,404-94.3% | $79,858-93.5% |
| Participation rate | 88.5% | 65.0%+23.5pp | 72.7%+15.8pp | 69.6%+18.8pp |
| Annual return | 19.84% | 71.94%-52.1pp | 1293.02%-1273.2pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,675 | $2,068-19.0% | $3,262-48.6% | $2,471-32.2% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $784 | $3,976-80.3% | $5,611-86.0% | $5,306-85.2% |