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 | $20,546 | $100,041-79.5% | $149,718-86.3% | $70,131-70.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.49% | 27.43%-10.9pp | 1501.63%-1485.1pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,337 | $3,662-63.5% | $5,445-75.4% | $2,342-42.9% |
| Participant deferral / active EE | $1,912 | $4,983-61.6% | $6,569-70.9% | $3,332-42.6% |
| Admin fee / account holder | $1,258 | $8,286-84.8% | $11,283-88.9% | $4,645-72.9% |