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 | $23,373 | $171,865-86.4% | $149,718-84.4% | $147,584-84.2% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 17.15% | 2113.22%-2096.1pp | 1501.63%-1484.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,350 | $6,275-62.6% | $5,445-56.8% | $4,876-51.8% |
| Participant deferral / active EE | $1,223 | $7,271-83.2% | $6,569-81.4% | $5,439-77.5% |
| Admin fee / account holder | $949 | $13,799-93.1% | $11,283-91.6% | $10,885-91.3% |