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 | $13,776 | $84,233-83.6% | $170,442-91.9% | $70,131-80.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 158.97% | 23.06%+135.9pp | 205.93%-47.0pp | 73.14%+85.8pp |
| Employer contribution / active EE | $498 | $3,387-85.3% | $5,433-90.8% | $2,342-78.7% |
| Participant deferral / active EE | $760 | $3,086-75.4% | $4,939-84.6% | $3,332-77.2% |
| Admin fee / account holder | $553 | $5,698-90.3% | $13,880-96.0% | $4,645-88.1% |