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 8-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 | $12,057 | $82,664-85.4% | $125,339-90.4% | $68,494-82.4% |
| Participation rate | 87.3% | 75.0%+12.2pp | 82.4%+4.9pp | 67.9%+19.4pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $765 | $3,381-77.4% | $4,814-84.1% | $2,596-70.6% |
| Participant deferral / active EE | $2,304 | $6,110-62.3% | $7,446-69.1% | $4,027-42.8% |
| Admin fee / account holder | $373 | $6,275-94.1% | $10,010-96.3% | $5,403-93.1% |