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 | $7,855 | $180,449-95.6% | $154,107-94.9% | $135,375-94.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.70% | 888.09%-886.4pp | 735.12%-733.4pp | 519.73%-518.0pp |
| Employer contribution / active EE | $4,532 | $6,035-24.9% | $5,298-14.5% | $4,779-5.2% |
| Participant deferral / active EE | $1,891 | $5,806-67.4% | $5,081-62.8% | $5,609-66.3% |
| Admin fee / account holder | $72,545 | $16,143+349.4% | $13,411+440.9% | $10,827+570.0% |