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 | $24,349 | $160,055-84.8% | $140,016-82.6% | $135,375-82.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.22% | 911.38%-916.6pp | 651.12%-656.3pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,143 | $6,420-66.6% | $5,606-61.8% | $4,779-55.2% |
| Participant deferral / active EE | $510 | $7,642-93.3% | $6,927-92.6% | $5,609-90.9% |
| Admin fee / account holder | $1,465 | $13,328-89.0% | $10,705-86.3% | $10,827-86.5% |