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 7-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 | $4,338 | $95,862-95.5% | $79,550-94.5% | $134,475-96.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -18.00% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $597 | $3,128-80.9% | $2,413-75.2% | $4,740-87.4% |
| Participant deferral / active EE | $983 | $4,693-79.0% | $3,985-75.3% | $6,400-84.6% |
| Admin fee / account holder | $364 | $9,126-96.0% | $6,832-94.7% | $11,426-96.8% |