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 | $8,229 | $54,350-84.9% | $82,719-90.1% | $68,494-88.0% |
| Participation rate | 93.5% | 63.9%+29.6pp | 72.6%+21.0pp | 67.9%+25.7pp |
| Annual return | -14.92% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $716 | $2,218-67.7% | $3,009-76.2% | $2,596-72.4% |
| Participant deferral / active EE | $646 | $3,246-80.1% | $4,395-85.3% | $4,027-83.9% |
| Admin fee / account holder | $602 | $4,395-86.3% | $5,329-88.7% | $5,403-88.9% |