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 | $12,468 | $105,998-88.2% | $92,233-86.5% | $147,584-91.6% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 10.10% | 50.05%-39.9pp | 176.28%-166.2pp | 578.55%-568.4pp |
| Employer contribution / active EE | $4,649 | $4,333+7.3% | $3,679+26.3% | $4,876-4.7% |
| Participant deferral / active EE | $10 | $4,478-99.8% | $3,897-99.8% | $5,439-99.8% |
| Admin fee / account holder | $13,446 | $6,332+112.3% | $5,194+158.9% | $10,885+23.5% |