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 | $10,430 | $84,233-87.6% | $170,442-93.9% | $70,131-85.1% |
| Participation rate | 93.6% | 70.8%+22.8pp | 83.6%+10.0pp | 69.5%+24.1pp |
| Annual return | 19.77% | 23.06%-3.3pp | 205.93%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $4,751 | $3,387+40.3% | $5,433-12.5% | $2,342+102.8% |
| Participant deferral / active EE | $377 | $3,086-87.8% | $4,939-92.4% | $3,332-88.7% |
| Admin fee / account holder | $951 | $5,698-83.3% | $13,880-93.2% | $4,645-79.5% |