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 | $12,520 | $183,963-93.2% | $162,163-92.3% | $152,861-91.8% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 20.44% | 150.76%-130.3pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,393 | $6,371-78.1% | $5,614-75.2% | $4,762-70.7% |
| Participant deferral / active EE | $1,754 | $8,034-78.2% | $7,298-76.0% | $5,850-70.0% |
| Admin fee / account holder | $1,663 | $13,121-87.3% | $10,843-84.7% | $11,596-85.7% |