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 | $16,667 | $180,449-90.8% | $154,107-89.2% | $135,375-87.7% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -0.87% | 888.09%-889.0pp | 735.12%-736.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $1,778 | $6,035-70.5% | $5,298-66.4% | $4,779-62.8% |
| Participant deferral / active EE | $996 | $5,806-82.8% | $5,081-80.4% | $5,609-82.2% |
| Admin fee / account holder | $1,067 | $16,143-93.4% | $13,411-92.0% | $10,827-90.1% |