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 | $12,490 | $59,186-78.9% | $76,768-83.7% | $56,287-77.8% |
| Participation rate | 73.1% | 75.2%-2.1pp | 77.0%-3.9pp | 69.9%+3.2pp |
| Annual return | -6.41% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,108 | $3,255-65.9% | $3,852-71.2% | $3,350-66.9% |
| Admin fee / account holder | $5,484 | $489+1021.1% | $6,675-17.8% | $521+952.6% |