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 | $11,854 | $115,770-89.8% | $101,248-88.3% | $158,922-92.5% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 12.68% | 56.14%-43.5pp | 46.47%-33.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $7,531 | $4,175+80.4% | $3,660+105.8% | $4,761+58.2% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,139 | $7,245-56.7% | $5,945-47.2% | $11,246-72.1% |