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 | $5,645 | $150,440-96.2% | $136,294-95.9% | $147,584-96.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.05% | 1049.08%-1034.0pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,001 | $5,256-61.9% | $4,695-57.4% | $4,876-59.0% |
| Participant deferral / active EE | $1,730 | $6,630-73.9% | $6,247-72.3% | $5,439-68.2% |
| Admin fee / account holder | $2,730 | $10,905-75.0% | $9,243-70.5% | $10,885-74.9% |