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 7-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 | $22,860 | $209,832-89.1% | $189,513-87.9% | $167,490-86.4% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 19.45% | 748.27%-728.8pp | 555.15%-535.7pp | 478.56%-459.1pp |
| Employer contribution / active EE | $1,818 | $6,914-73.7% | $6,162-70.5% | $4,837-62.4% |
| Participant deferral / active EE | $3,078 | $8,935-65.6% | $8,221-62.6% | $6,341-51.5% |
| Admin fee / account holder | $3,034 | $14,293-78.8% | $12,045-74.8% | $12,309-75.4% |