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 | $10,312 | $105,998-90.3% | $92,233-88.8% | $147,584-93.0% |
| Participation rate | 76.2% | 80.4%-4.2pp | 76.5%-0.3pp | 82.8%-6.6pp |
| Annual return | 14.22% | 50.05%-35.8pp | 176.28%-162.1pp | 578.55%-564.3pp |
| Employer contribution / active EE | $948 | $4,333-78.1% | $3,679-74.2% | $4,876-80.6% |
| Participant deferral / active EE | $1,123 | $4,478-74.9% | $3,897-71.2% | $5,439-79.3% |
| Admin fee / account holder | $787 | $6,332-87.6% | $5,194-84.8% | $10,885-92.8% |