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 | $6,098 | $70,669-91.4% | $169,368-96.4% | $75,163-91.9% |
| Participation rate | 94.3% | 64.8%+29.5pp | 77.1%+17.1pp | 67.2%+27.1pp |
| Annual return | 20.16% | 36.36%-16.2pp | 405.60%-385.4pp | 160.62%-140.5pp |
| Employer contribution / active EE | $531 | $2,211-76.0% | $4,013-86.8% | $2,670-80.1% |
| Participant deferral / active EE | $1,214 | $4,311-71.8% | $6,221-80.5% | $4,125-70.6% |
| Admin fee / account holder | $333 | $5,402-93.8% | $9,003-96.3% | $5,651-94.1% |