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 | $24,945 | $72,404-65.5% | $110,238-77.4% | $64,186-61.1% |
| Participation rate | 93.0% | 73.3%+19.6pp | 79.8%+13.2pp | 69.6%+23.4pp |
| Annual return | 19.29% | -6.29%+25.6pp | 314.74%-295.5pp | 7.63%+11.7pp |
| Employer contribution / active EE | $5,673 | $2,282+148.6% | $3,826+48.2% | $2,381+138.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $922 | $5,664-83.7% | $8,547-89.2% | $4,888-81.1% |