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 | $10,563 | $97,757-89.2% | $83,848-87.4% | $135,375-92.2% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -8.99% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $953 | $4,222-77.4% | $3,631-73.8% | $4,779-80.1% |
| Participant deferral / active EE | $1,075 | $4,682-77.0% | $4,082-73.7% | $5,609-80.8% |
| Admin fee / account holder | $1,125 | $6,674-83.1% | $5,478-79.5% | $10,827-89.6% |