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 | $5,041 | $105,998-95.2% | $92,233-94.5% | $147,584-96.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.31% | 50.05%-34.7pp | 176.28%-161.0pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,099 | $4,333-74.6% | $3,679-70.1% | $4,876-77.5% |
| Participant deferral / active EE | $435 | $4,478-90.3% | $3,897-88.8% | $5,439-92.0% |
| Admin fee / account holder | $2,099 | $6,332-66.8% | $5,194-59.6% | $10,885-80.7% |