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 | $7,990 | $138,065-94.2% | $123,544-93.5% | $135,375-94.1% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -3.23% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,655 | $5,151-67.9% | $4,628-64.2% | $4,779-65.4% |
| Participant deferral / active EE | $456 | $6,799-93.3% | $6,426-92.9% | $5,609-91.9% |
| Admin fee / account holder | $4,491 | $10,916-58.9% | $9,284-51.6% | $10,827-58.5% |