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 | $11,837 | $132,634-91.1% | $115,768-89.8% | $137,256-91.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.56% | 160.70%-151.1pp | 100.46%-90.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,453 | $3,360-27.0% | $2,940-16.6% | $4,156-41.0% |
| Participant deferral / active EE | $221 | $5,619-96.1% | $4,917-95.5% | $6,407-96.6% |
| Admin fee / account holder | $6,485 | $15,028-56.9% | $12,439-47.9% | $12,270-47.2% |