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 | $22,461 | $135,635-83.4% | $110,238-79.6% | $135,375-83.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -5.19% | 513.19%-518.4pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,504 | $4,906-69.4% | $3,826-60.7% | $4,779-68.5% |
| Participant deferral / active EE | $1,151 | $5,506-79.1% | $4,672-75.4% | $5,609-79.5% |
| Admin fee / account holder | $1,834 | $11,457-84.0% | $8,547-78.5% | $10,827-83.1% |