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 8-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 | $10,313 | $168,632-93.9% | $147,614-93.0% | $125,391-91.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.19% | 77.65%-77.8pp | 61.98%-62.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,501 | $6,252-76.0% | $5,564-73.0% | $4,866-69.2% |
| Participant deferral / active EE | $336 | $5,507-93.9% | $4,895-93.1% | $5,352-93.7% |
| Admin fee / account holder | $2,545 | $13,580-81.3% | $11,611-78.1% | $9,540-73.3% |