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 | $8,171 | $115,770-92.9% | $101,248-91.9% | $158,922-94.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.77% | 56.14%-47.4pp | 46.47%-37.7pp | 302.83%-294.1pp |
| Employer contribution / active EE | $843 | $4,175-79.8% | $3,660-77.0% | $4,761-82.3% |
| Participant deferral / active EE | $1,197 | $4,957-75.8% | $4,370-72.6% | $5,982-80.0% |
| Admin fee / account holder | $431 | $7,245-94.1% | $5,945-92.8% | $11,246-96.2% |