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 | $12,821 | $198,466-93.5% | $170,442-92.5% | $147,584-91.3% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 18.59% | 257.29%-238.7pp | 205.93%-187.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,391 | $6,184-77.5% | $5,433-74.4% | $4,876-71.5% |
| Participant deferral / active EE | $1,333 | $5,629-76.3% | $4,939-73.0% | $5,439-75.5% |
| Admin fee / account holder | $1,960 | $16,852-88.4% | $13,880-85.9% | $10,885-82.0% |