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 | $32,647 | $100,041-67.4% | $149,718-78.2% | $70,131-53.4% |
| Participation rate | 70.4% | 83.6%-13.2pp | 87.1%-16.7pp | 69.5%+0.8pp |
| Annual return | 17.67% | 27.43%-9.8pp | 1501.63%-1484.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,040 | $4,983-79.1% | $6,569-84.2% | $3,332-68.8% |
| Admin fee / account holder | $864 | $8,286-89.6% | $11,283-92.3% | $4,645-81.4% |