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 | $28,462 | $209,411-86.4% | $178,490-84.1% | $158,922-82.1% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 8.89% | 188.75%-179.9pp | 151.07%-142.2pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,444 | $5,706-57.2% | $5,011-51.2% | $4,761-48.7% |
| Participant deferral / active EE | $1,327 | $5,954-77.7% | $5,202-74.5% | $5,982-77.8% |
| Admin fee / account holder | $542 | $17,074-96.8% | $13,984-96.1% | $11,246-95.2% |