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 | $6,524 | $102,966-93.7% | $90,281-92.8% | $152,861-95.7% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 14.25% | 95.16%-80.9pp | 78.10%-63.8pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,436 | $3,139-54.2% | $2,854-49.7% | $4,762-69.8% |
| Participant deferral / active EE | $369 | $4,281-91.4% | $3,885-90.5% | $5,850-93.7% |
| Admin fee / account holder | $4,094 | $6,171-33.6% | $5,351-23.5% | $11,596-64.7% |