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 | $21,170 | $198,466-89.3% | $170,442-87.6% | $147,584-85.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.45% | 257.29%-241.8pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,105 | $6,184-66.0% | $5,433-61.3% | $4,876-56.8% |
| Participant deferral / active EE | $522 | $5,629-90.7% | $4,939-89.4% | $5,439-90.4% |
| Admin fee / account holder | $1,169 | $16,852-93.1% | $13,880-91.6% | $10,885-89.3% |