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 | $23,589 | $135,635-82.6% | $110,238-78.6% | $135,375-82.6% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -8.61% | 513.19%-521.8pp | 314.74%-323.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $941 | $4,906-80.8% | $3,826-75.4% | $4,779-80.3% |
| Participant deferral / active EE | $1,364 | $5,506-75.2% | $4,672-70.8% | $5,609-75.7% |
| Admin fee / account holder | $356 | $11,457-96.9% | $8,547-95.8% | $10,827-96.7% |