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 | $9,330 | $124,185-92.5% | $108,410-91.4% | $167,490-94.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.69% | 1379.64%-1368.9pp | 905.27%-894.6pp | 478.56%-467.9pp |
| Employer contribution / active EE | $858 | $4,187-79.5% | $3,558-75.9% | $4,837-82.3% |
| Participant deferral / active EE | $1,170 | $6,908-83.1% | $6,563-82.2% | $6,341-81.6% |
| Admin fee / account holder | $2,395 | $9,455-74.7% | $7,295-67.2% | $12,309-80.5% |