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 | $7,134 | $171,865-95.8% | $149,718-95.2% | $147,584-95.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 17.79% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,512 | $6,275-75.9% | $5,445-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $1,944 | $7,271-73.3% | $6,569-70.4% | $5,439-64.3% |
| Admin fee / account holder | $482 | $13,799-96.5% | $11,283-95.7% | $10,885-95.6% |