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 | $5,233 | $144,119-96.4% | $117,854-95.6% | $147,584-96.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 24.38% | 531.15%-506.8pp | 335.08%-310.7pp | 578.55%-554.2pp |
| Employer contribution / active EE | $897 | $4,896-81.7% | $3,786-76.3% | $4,876-81.6% |
| Participant deferral / active EE | $1,185 | $5,316-77.7% | $4,482-73.6% | $5,439-78.2% |
| Admin fee / account holder | $329 | $10,886-97.0% | $8,020-95.9% | $10,885-97.0% |