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 | $29,093 | $183,963-84.2% | $162,163-82.1% | $152,861-81.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 19.56% | 150.76%-131.2pp | 115.59%-96.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,953 | $6,371-38.0% | $5,614-29.6% | $4,762-17.0% |
| Participant deferral / active EE | $2,483 | $8,034-69.1% | $7,298-66.0% | $5,850-57.6% |
| Admin fee / account holder | $629 | $13,121-95.2% | $10,843-94.2% | $11,596-94.6% |