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 | $9,989 | $75,828-86.8% | $147,614-93.2% | $59,632-83.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.30% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $579 | $3,485-83.4% | $5,564-89.6% | $2,203-73.7% |
| Participant deferral / active EE | $616 | $3,130-80.3% | $4,895-87.4% | $3,192-80.7% |
| Admin fee / account holder | $702 | $5,985-88.3% | $11,611-94.0% | $4,297-83.7% |