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 | $9,894 | $83,337-88.1% | $67,834-85.4% | $273,961-96.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 10.14% | 259.45%-249.3pp | 138.47%-128.3pp | 41.45%-31.3pp |
| Employer contribution / active EE | $7,389 | $3,287+124.8% | $2,403+207.5% | $4,869+51.8% |
| Participant deferral / active EE | $48 | $4,088-98.8% | $3,160-98.5% | $5,287-99.1% |
| Admin fee / account holder | $2,170 | $6,752-67.9% | $4,622-53.0% | $10,132-78.6% |