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 | $27,402 | $94,529-71.0% | $140,016-80.4% | $64,186-57.3% |
| Participation rate | 86.5% | 84.1%+2.4pp | 87.5%-1.0pp | 69.6%+16.9pp |
| Annual return | -1.01% | 7.77%-8.8pp | 651.12%-652.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,943 | $5,250-63.0% | $6,927-72.0% | $3,470-44.0% |
| Admin fee / account holder | $4,284 | $6,741-36.5% | $10,705-60.0% | $4,888-12.4% |