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 | $15,794 | $202,318-92.2% | $172,739-90.9% | $152,861-89.7% |
| Participation rate | 73.9% | 87.1%-13.1pp | 82.6%-8.7pp | 82.4%-8.5pp |
| Annual return | 18.14% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,704 | $5,856-70.9% | $5,143-66.9% | $4,762-64.2% |
| Participant deferral / active EE | $1,057 | $5,948-82.2% | $5,198-79.7% | $5,850-81.9% |
| Admin fee / account holder | $1,142 | $17,109-93.3% | $13,954-91.8% | $11,596-90.1% |