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 | $14,144 | $180,449-92.2% | $154,107-90.8% | $135,375-89.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.73% | 888.09%-889.8pp | 735.12%-736.8pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,580 | $6,035-73.8% | $5,298-70.2% | $4,779-66.9% |
| Participant deferral / active EE | $350 | $5,806-94.0% | $5,081-93.1% | $5,609-93.8% |
| Admin fee / account holder | $2,443 | $16,143-84.9% | $13,411-81.8% | $10,827-77.4% |