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 | $22,858 | $160,055-85.7% | $140,016-83.7% | $135,375-83.1% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -4.73% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,221 | $6,420-65.4% | $5,606-60.4% | $4,779-53.5% |
| Participant deferral / active EE | $1,539 | $7,642-79.9% | $6,927-77.8% | $5,609-72.6% |
| Admin fee / account holder | $1,279 | $13,328-90.4% | $10,705-88.1% | $10,827-88.2% |