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 | $9,202 | $198,466-95.4% | $170,442-94.6% | $147,584-93.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.88% | 257.29%-238.4pp | 205.93%-187.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,659 | $6,184-73.2% | $5,433-69.5% | $4,876-66.0% |
| Participant deferral / active EE | $1,941 | $5,629-65.5% | $4,939-60.7% | $5,439-64.3% |
| Admin fee / account holder | $1,547 | $16,852-90.8% | $13,880-88.9% | $10,885-85.8% |