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 | $21,023 | $162,781-87.1% | $133,956-84.3% | $158,922-86.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.70% | 41.94%-24.2pp | 45.09%-27.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,230 | $4,975-75.3% | $3,919-68.6% | $4,761-74.2% |
| Participant deferral / active EE | $1,690 | $5,911-71.4% | $5,048-66.5% | $5,982-71.7% |
| Admin fee / account holder | $1,270 | $11,736-89.2% | $8,927-85.8% | $11,246-88.7% |