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 | $17,659 | $90,590-80.5% | $90,782-80.5% | $135,375-87.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 6.83% | -3.40%+10.2pp | -3.42%+10.2pp | 519.73%-512.9pp |
| Employer contribution / active EE | $3,671 | $4,352-15.6% | $4,105-10.6% | $4,779-23.2% |
| Participant deferral / active EE | $343 | $5,407-93.7% | $5,366-93.6% | $5,609-93.9% |
| Admin fee / account holder | $6,080 | $7,683-20.9% | $5,908+2.9% | $10,827-43.8% |