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 | $22,509 | $113,016-80.1% | $103,476-78.2% | $74,495-69.8% |
| Participation rate | 74.8% | 80.8%-6.0pp | 80.5%-5.7pp | 67.2%+7.6pp |
| Annual return | 15.56% | 23.24%-7.7pp | 23.90%-8.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $0 | $4,881-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $944 | $7,279-87.0% | $6,623-85.7% | $4,346-78.3% |
| Admin fee / account holder | $402 | $1,709-76.5% | $9,413-95.7% | $1,942-79.3% |