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 3-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 | $12,329 | $126,574-90.3% | $106,213-88.4% | $145,922-91.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.31% | 224.79%-213.5pp | 116.14%-104.8pp | 561.29%-550.0pp |
| Employer contribution / active EE | $782 | $3,730-79.0% | $3,171-75.3% | $4,660-83.2% |
| Participant deferral / active EE | $1,162 | $5,724-79.7% | $5,016-76.8% | $6,688-82.6% |
| Admin fee / account holder | $1,181 | $17,304-93.2% | $11,033-89.3% | $13,397-91.2% |