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 | $4,399 | $232,540-98.1% | $185,117-97.6% | $147,584-97.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.55% | 43.03%-26.5pp | 40.50%-23.9pp | 578.55%-562.0pp |
| Employer contribution / active EE | $880 | $5,195-83.1% | $4,182-78.9% | $4,876-81.9% |
| Participant deferral / active EE | $792 | $5,834-86.4% | $5,045-84.3% | $5,439-85.4% |
| Admin fee / account holder | $354 | $10,275-96.6% | $8,159-95.7% | $10,885-96.8% |