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 | $3,198 | $150,440-97.9% | $136,294-97.7% | $147,584-97.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.08% | 1049.08%-1030.0pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,245 | $5,256-76.3% | $4,695-73.5% | $4,876-74.5% |
| Participant deferral / active EE | $1,245 | $6,630-81.2% | $6,247-80.1% | $5,439-77.1% |
| Admin fee / account holder | $1,249 | $10,905-88.5% | $9,243-86.5% | $10,885-88.5% |