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 | $32,237 | $137,414-76.5% | $189,513-83.0% | $85,850-62.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 87.8%+3.1pp | 69.3%+21.6pp |
| Annual return | 12.81% | 38.14%-25.3pp | 555.15%-542.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,515 | $4,344-65.1% | $6,162-75.4% | $2,565-40.9% |
| Participant deferral / active EE | $2,528 | $6,260-59.6% | $8,221-69.2% | $3,952-36.0% |
| Admin fee / account holder | $3,052 | $8,630-64.6% | $12,045-74.7% | $6,260-51.2% |