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 | $9,392 | $84,487-88.9% | $125,339-92.5% | $66,914-86.0% |
| Participation rate | 92.2% | 76.4%+15.8pp | 82.4%+9.9pp | 69.8%+22.4pp |
| Annual return | -15.09% | -8.39%-6.7pp | 572.05%-587.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $962 | $3,553-72.9% | $4,814-80.0% | $2,544-62.2% |
| Participant deferral / active EE | $1,825 | $6,781-73.1% | $7,446-75.5% | $4,237-56.9% |
| Admin fee / account holder | $1,419 | $685+107.1% | $10,010-85.8% | $593+139.2% |