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 | $6,698 | $138,065-95.1% | $123,544-94.6% | $135,375-95.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.59% | 153.68%-150.1pp | 119.20%-115.6pp | 519.73%-516.1pp |
| Employer contribution / active EE | $10,152 | $5,151+97.1% | $4,628+119.4% | $4,779+112.4% |
| Participant deferral / active EE | -$3,273 | $6,799-148.1% | $6,426-150.9% | $5,609-158.4% |
| Admin fee / account holder | $20,956 | $10,916+92.0% | $9,284+125.7% | $10,827+93.6% |