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 | $12,821 | $138,044-90.7% | $125,339-89.8% | $134,475-90.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 4.22% | 750.33%-746.1pp | 572.05%-567.8pp | 417.96%-413.7pp |
| Employer contribution / active EE | $1,386 | $5,243-73.6% | $4,814-71.2% | $4,740-70.7% |
| Participant deferral / active EE | $2,425 | $7,799-68.9% | $7,446-67.4% | $6,400-62.1% |
| Admin fee / account holder | $15,255 | $11,571+31.8% | $10,010+52.4% | $11,426+33.5% |