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 | $21,422 | $202,318-89.4% | $172,739-87.6% | $152,861-86.0% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 13.87% | 1029.65%-1015.8pp | 802.84%-789.0pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,052 | $5,856-65.0% | $5,143-60.1% | $4,762-56.9% |
| Participant deferral / active EE | $1,014 | $5,948-82.9% | $5,198-80.5% | $5,850-82.7% |
| Admin fee / account holder | $1,104 | $17,109-93.5% | $13,954-92.1% | $11,596-90.5% |