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 | $15,621 | $197,591-92.1% | $177,821-91.2% | $158,922-90.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.08% | 58.76%-45.7pp | 48.32%-35.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,112 | $6,697-38.6% | $5,918-30.5% | $4,761-13.6% |
| Participant deferral / active EE | $1,913 | $8,405-77.2% | $7,714-75.2% | $5,982-68.0% |
| Admin fee / account holder | $4,238 | $15,399-72.5% | $12,427-65.9% | $11,246-62.3% |