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 | $28,294 | $180,449-84.3% | $154,107-81.6% | $135,375-79.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.86% | 888.09%-890.9pp | 735.12%-738.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,529 | $6,035-58.1% | $5,298-52.3% | $4,779-47.1% |
| Participant deferral / active EE | $1,043 | $5,806-82.0% | $5,081-79.5% | $5,609-81.4% |
| Admin fee / account holder | $10,060 | $16,143-37.7% | $13,411-25.0% | $10,827-7.1% |