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 | $14,336 | $105,998-86.5% | $92,233-84.5% | $147,584-90.3% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 13.88% | 50.05%-36.2pp | 176.28%-162.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $8,131 | $4,333+87.7% | $3,679+121.0% | $4,876+66.7% |
| Participant deferral / active EE | $179 | $4,478-96.0% | $3,897-95.4% | $5,439-96.7% |
| Admin fee / account holder | $3,649 | $6,332-42.4% | $5,194-29.7% | $10,885-66.5% |