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 | $5,567 | $63,346-91.2% | $92,233-94.0% | $70,131-92.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.01% | 530.12%-517.1pp | 176.28%-163.3pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,509 | $2,471-38.9% | $3,679-59.0% | $2,342-35.6% |
| Participant deferral / active EE | $842 | $2,854-70.5% | $3,897-78.4% | $3,332-74.7% |
| Admin fee / account holder | $2,530 | $3,840-34.1% | $5,194-51.3% | $4,645-45.5% |