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 | $10,307 | $133,958-92.3% | $112,228-90.8% | $134,475-92.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.63% | 47.11%-55.7pp | 27.45%-36.1pp | 417.96%-426.6pp |
| Employer contribution / active EE | $3,062 | $4,038-24.2% | $3,635-15.7% | $4,740-35.4% |
| Participant deferral / active EE | $1,094 | $5,291-79.3% | $4,728-76.9% | $6,400-82.9% |
| Admin fee / account holder | $663 | $7,489-91.1% | $6,410-89.7% | $11,426-94.2% |