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 | $13,313 | $180,449-92.6% | $154,107-91.4% | $135,375-90.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.37% | 888.09%-888.5pp | 735.12%-735.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,312 | $6,035-78.3% | $5,298-75.2% | $4,779-72.6% |
| Participant deferral / active EE | $1,420 | $5,806-75.5% | $5,081-72.0% | $5,609-74.7% |
| Admin fee / account holder | $3,392 | $16,143-79.0% | $13,411-74.7% | $10,827-68.7% |