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 | $12,633 | $57,354-78.0% | $83,848-84.9% | $64,186-80.3% |
| Participation rate | 81.8% | 68.6%+13.2pp | 76.1%+5.7pp | 69.6%+12.2pp |
| Annual return | -3.05% | 11.38%-14.4pp | 850.88%-853.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,066 | $2,545-58.1% | $3,631-70.6% | $2,381-55.2% |
| Participant deferral / active EE | $314 | $2,993-89.5% | $4,082-92.3% | $3,470-91.0% |
| Admin fee / account holder | $343 | $4,046-91.5% | $5,478-93.7% | $4,888-93.0% |