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 7-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 | $6,378 | $138,044-95.4% | $125,339-94.9% | $134,475-95.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.60% | 750.33%-755.9pp | 572.05%-577.6pp | 417.96%-423.6pp |
| Employer contribution / active EE | $1,180 | $5,243-77.5% | $4,814-75.5% | $4,740-75.1% |
| Participant deferral / active EE | $574 | $7,799-92.6% | $7,446-92.3% | $6,400-91.0% |
| Admin fee / account holder | $5,346 | $11,571-53.8% | $10,010-46.6% | $11,426-53.2% |