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 | $10,268 | $48,364-78.8% | $71,796-85.7% | $62,891-83.7% |
| Participation rate | 73.2% | 60.6%+12.6pp | 69.1%+4.1pp | 69.3%+3.9pp |
| Annual return | 202.29% | 13.16%+189.1pp | 78.04%+124.2pp | 20.14%+182.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $98 | $2,091-95.3% | $2,794-96.5% | $3,203-97.0% |
| Admin fee / account holder | $7,154 | $3,771+89.7% | $4,815+48.6% | $4,296+66.6% |