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 | $8,410 | $138,044-93.9% | $125,339-93.3% | $134,475-93.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -13.92% | 750.33%-764.2pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,199 | $5,243-77.1% | $4,814-75.1% | $4,740-74.7% |
| Participant deferral / active EE | $819 | $7,799-89.5% | $7,446-89.0% | $6,400-87.2% |
| Admin fee / account holder | $27,013 | $11,571+133.4% | $10,010+169.9% | $11,426+136.4% |