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 | $13,683 | $85,202-83.9% | $172,739-92.1% | $72,985-81.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 39.74% | 27.32%+12.4pp | 802.84%-763.1pp | 81.00%-41.3pp |
| Employer contribution / active EE | $836 | $3,324-74.9% | $5,143-83.7% | $2,440-65.7% |
| Participant deferral / active EE | $866 | $3,260-73.4% | $5,198-83.3% | $3,607-76.0% |
| Admin fee / account holder | $828 | $5,884-85.9% | $13,954-94.1% | $5,124-83.9% |