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 | $5,724 | $56,114-89.8% | $96,139-94.0% | $85,850-93.3% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 14.45% | 42.30%-27.8pp | 191.94%-177.5pp | 318.53%-304.1pp |
| Employer contribution / active EE | $3,071 | $1,620+89.6% | $2,797+9.8% | $2,565+19.7% |
| Participant deferral / active EE | $651 | $2,859-77.2% | $4,349-85.0% | $3,952-83.5% |
| Admin fee / account holder | $1,375 | $3,768-63.5% | $5,537-75.2% | $6,260-78.0% |