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 | $11,945 | $57,354-79.2% | $83,848-85.8% | $64,186-81.4% |
| Participation rate | 89.3% | 68.6%+20.7pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -7.50% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,087 | $2,545+21.3% | $3,631-15.0% | $2,381+29.7% |
| Participant deferral / active EE | $364 | $2,993-87.8% | $4,082-91.1% | $3,470-89.5% |
| Admin fee / account holder | $788 | $4,046-80.5% | $5,478-85.6% | $4,888-83.9% |