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 | $10,513 | $91,538-88.5% | $129,995-91.9% | $75,163-86.0% |
| Participation rate | 96.3% | 71.4%+24.9pp | 78.5%+17.8pp | 67.2%+29.1pp |
| Annual return | 24.53% | -631.11%+655.6pp | -137.18%+161.7pp | 160.62%-136.1pp |
| Employer contribution / active EE | $811 | $2,845-71.5% | $4,320-81.2% | $2,670-69.6% |
| Participant deferral / active EE | $1,775 | $4,341-59.1% | $5,820-69.5% | $4,125-57.0% |
| Admin fee / account holder | $809 | $6,790-88.1% | $10,614-92.4% | $5,651-85.7% |