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 | $4,989 | $73,515-93.2% | $62,995-92.1% | $147,584-96.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.02% | 175.43%-160.4pp | 87.57%-72.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,846 | $3,320+15.8% | $2,759+39.4% | $4,876-21.1% |
| Participant deferral / active EE | $681 | $4,185-83.7% | $3,329-79.5% | $5,439-87.5% |
| Admin fee / account holder | $3,586 | $5,953-39.8% | $3,600-0.4% | $10,885-67.1% |