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 | $11,178 | $105,859-89.4% | $90,160-87.6% | $147,584-92.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 44.86% | 37.63%+7.2pp | 34.88%+10.0pp | 578.55%-533.7pp |
| Employer contribution / active EE | $2,679 | $4,126-35.1% | $3,318-19.3% | $4,876-45.1% |
| Participant deferral / active EE | $1,451 | $5,733-74.7% | $5,288-72.6% | $5,439-73.3% |
| Admin fee / account holder | $2,020 | $8,046-74.9% | $5,943-66.0% | $10,885-81.4% |