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 | $20,911 | $232,540-91.0% | $185,117-88.7% | $147,584-85.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.93% | 43.03%-27.1pp | 40.50%-24.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,322 | $5,195-74.6% | $4,182-68.4% | $4,876-72.9% |
| Participant deferral / active EE | $43 | $5,834-99.3% | $5,045-99.1% | $5,439-99.2% |
| Admin fee / account holder | $694 | $10,275-93.2% | $8,159-91.5% | $10,885-93.6% |