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 | $5,923 | $56,199-89.5% | $67,652-91.2% | $59,632-90.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.39% | 18505.31%-18502.9pp | 6625.04%-6622.7pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $907 | $1,614-43.8% | $2,266-60.0% | $2,203-58.8% |
| Participant deferral / active EE | $1,049 | $2,844-63.1% | $3,560-70.5% | $3,192-67.1% |
| Admin fee / account holder | $891 | $3,958-77.5% | $4,821-81.5% | $4,297-79.3% |