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 | $19,087 | $144,119-86.8% | $117,854-83.8% | $147,584-87.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.98% | 531.15%-517.2pp | 335.08%-321.1pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,042 | $4,896-78.7% | $3,786-72.5% | $4,876-78.6% |
| Participant deferral / active EE | $1,242 | $5,316-76.6% | $4,482-72.3% | $5,439-77.2% |
| Admin fee / account holder | $779 | $10,886-92.8% | $8,020-90.3% | $10,885-92.8% |