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 | $12,545 | $101,069-87.6% | $81,478-84.6% | $147,584-91.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.16% | 32.40%-21.2pp | 38.78%-27.6pp | 578.55%-567.4pp |
| Employer contribution / active EE | $5,934 | $3,205+85.1% | $2,568+131.1% | $4,876+21.7% |
| Participant deferral / active EE | $276 | $4,242-93.5% | $3,537-92.2% | $5,439-94.9% |
| Admin fee / account holder | $4,731 | $5,812-18.6% | $4,561+3.7% | $10,885-56.5% |