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 | $27,670 | $198,466-86.1% | $170,442-83.8% | $147,584-81.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.38% | 257.29%-242.9pp | 205.93%-191.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,558 | $6,184-74.8% | $5,433-71.3% | $4,876-68.0% |
| Participant deferral / active EE | $219 | $5,629-96.1% | $4,939-95.6% | $5,439-96.0% |
| Admin fee / account holder | $1,966 | $16,852-88.3% | $13,880-85.8% | $10,885-81.9% |