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 | $1,733 | $75,828-97.7% | $147,614-98.8% | $59,632-97.1% |
| Participation rate | 75.9% | 71.6%+4.3pp | 84.6%-8.8pp | 68.7%+7.2pp |
| Annual return | 1.62% | 0.37%+1.3pp | 61.98%-60.4pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $435 | $3,485-87.5% | $5,564-92.2% | $2,203-80.2% |
| Participant deferral / active EE | $459 | $3,130-85.3% | $4,895-90.6% | $3,192-85.6% |
| Admin fee / account holder | $800 | $5,985-86.6% | $11,611-93.1% | $4,297-81.4% |