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 8-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 | $7,773 | $82,664-90.6% | $125,339-93.8% | $68,494-88.7% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -14.21% | -5.97%-8.2pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $957 | $3,381-71.7% | $4,814-80.1% | $2,596-63.2% |
| Participant deferral / active EE | $1,871 | $6,110-69.4% | $7,446-74.9% | $4,027-53.5% |
| Admin fee / account holder | $848 | $6,275-86.5% | $10,010-91.5% | $5,403-84.3% |