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 | $6,772 | $95,416-92.9% | $185,823-96.4% | $85,850-92.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 20.67% | 23.59%-2.9pp | 122.05%-101.4pp | 318.53%-297.9pp |
| Employer contribution / active EE | $1,321 | $3,314-60.1% | $5,167-74.4% | $2,565-48.5% |
| Participant deferral / active EE | $332 | $3,423-90.3% | $5,568-94.0% | $3,952-91.6% |
| Admin fee / account holder | $1,006 | $7,213-86.1% | $16,237-93.8% | $6,260-83.9% |