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 | $10,162 | $78,694-87.1% | $67,652-85.0% | $125,391-91.9% |
| Participation rate | 76.9% | 78.8%-1.9pp | 75.7%+1.3pp | 83.2%-6.3pp |
| Annual return | -3.19% | 9.46%-12.6pp | 6625.04%-6628.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $952 | $4,292-77.8% | $3,560-73.3% | $5,352-82.2% |
| Admin fee / account holder | $1,712 | $7,403-76.9% | $4,821-64.5% | $9,540-82.1% |