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 | $3,048 | $50,958-94.0% | $74,550-95.9% | $64,186-95.3% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.1%+3.9pp | 69.6%+3.5pp |
| Annual return | -5.43% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $217 | $1,115-80.5% | $1,961-88.9% | $2,381-90.9% |
| Participant deferral / active EE | $881 | $2,301-61.7% | $3,108-71.7% | $3,470-74.6% |
| Admin fee / account holder | $562 | $4,223-86.7% | $5,060-88.9% | $4,888-88.5% |