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 | $11,553 | $73,515-84.3% | $62,995-81.7% | $147,584-92.2% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.8%+3.8pp | 82.8%-4.3pp |
| Annual return | 9.23% | 175.43%-166.2pp | 87.57%-78.3pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,881 | $3,320-43.4% | $2,759-31.8% | $4,876-61.4% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,578 | $5,953+44.1% | $3,600+138.3% | $10,885-21.2% |