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 | $14,117 | $107,934-86.9% | $91,989-84.7% | $152,861-90.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 17.24% | 89.24%-72.0pp | 69.02%-51.8pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,947 | $4,210-53.8% | $3,452-43.6% | $4,762-59.1% |
| Participant deferral / active EE | $1,245 | $6,364-80.4% | $5,923-79.0% | $5,850-78.7% |
| Admin fee / account holder | $1,913 | $10,520-81.8% | $7,743-75.3% | $11,596-83.5% |