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 | $3,576 | $73,004-95.1% | $90,749-96.1% | $68,494-94.8% |
| Participation rate | 95.2% | 70.8%+24.4pp | 75.7%+19.5pp | 67.9%+27.3pp |
| Annual return | -12.40% | -13.81%+1.4pp | -12.16%-0.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $691 | $3,627-81.0% | $4,564-84.9% | $4,027-82.8% |
| Admin fee / account holder | $809 | $5,896-86.3% | $8,445-90.4% | $5,403-85.0% |