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 | $12,482 | $75,828-83.5% | $147,614-91.5% | $59,632-79.1% |
| Participation rate | 85.1% | 71.6%+13.5pp | 84.6%+0.5pp | 68.7%+16.4pp |
| Annual return | 1.21% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $931 | $3,485-73.3% | $5,564-83.3% | $2,203-57.7% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $316 | $5,985-94.7% | $11,611-97.3% | $4,297-92.7% |