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 | $19,160 | $138,065-86.1% | $123,544-84.5% | $135,375-85.8% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -8.31% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,769 | $5,151-65.7% | $4,628-61.8% | $4,779-63.0% |
| Participant deferral / active EE | $2,115 | $6,799-68.9% | $6,426-67.1% | $5,609-62.3% |
| Admin fee / account holder | $1,512 | $10,916-86.1% | $9,284-83.7% | $10,827-86.0% |