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 | $10,376 | $157,256-93.4% | $141,162-92.6% | $152,861-93.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.05% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,790 | $5,261-66.0% | $4,735-62.2% | $4,762-62.4% |
| Participant deferral / active EE | $486 | $7,109-93.2% | $6,709-92.8% | $5,850-91.7% |
| Admin fee / account holder | $1,582 | $12,120-86.9% | $10,261-84.6% | $11,596-86.4% |