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 | $8,922 | $84,695-89.5% | $73,843-87.9% | $125,391-92.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.32% | 3123.53%-3122.2pp | 2267.84%-2266.5pp | 282.22%-280.9pp |
| Employer contribution / active EE | $2,174 | $3,123-30.4% | $2,787-22.0% | $4,866-55.3% |
| Participant deferral / active EE | $91 | $3,992-97.7% | $3,583-97.5% | $5,352-98.3% |
| Admin fee / account holder | $1,018 | $5,691-82.1% | $4,880-79.2% | $9,540-89.3% |