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 | $23,564 | $81,208-71.0% | $98,907-76.2% | $79,858-70.5% |
| Participation rate | 97.5% | 72.5%+25.0pp | 76.0%+21.5pp | 69.6%+27.9pp |
| Annual return | 13.95% | 60.99%-47.0pp | 196.43%-182.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,711 | $1,960+38.4% | $2,689+0.8% | $2,471+9.7% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $304 | $6,013-94.9% | $6,642-95.4% | $5,306-94.3% |