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 | $8,766 | $106,890-91.8% | $84,015-89.6% | $152,861-94.3% |
| Participation rate | 95.5% | 75.2%+20.2pp | 69.0%+26.4pp | 82.4%+13.0pp |
| Annual return | 9.56% | 104.99%-95.4pp | 71.31%-61.8pp | 345.32%-335.8pp |
| Employer contribution / active EE | $1,757 | $2,734-35.8% | $1,983-11.4% | $4,762-63.1% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $312 | $8,285-96.2% | $6,101-94.9% | $11,596-97.3% |