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 | $21,074 | $180,449-88.3% | $154,107-86.3% | $135,375-84.4% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -3.33% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,323 | $6,035-61.5% | $5,298-56.2% | $4,779-51.4% |
| Participant deferral / active EE | $1,684 | $5,806-71.0% | $5,081-66.8% | $5,609-70.0% |
| Admin fee / account holder | $51,694 | $16,143+220.2% | $13,411+285.5% | $10,827+377.4% |