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 | $24,975 | $160,055-84.4% | $140,016-82.2% | $135,375-81.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.65% | 911.38%-910.7pp | 651.12%-650.5pp | 519.73%-519.1pp |
| Employer contribution / active EE | $1,744 | $6,420-72.8% | $5,606-68.9% | $4,779-63.5% |
| Participant deferral / active EE | $2,558 | $7,642-66.5% | $6,927-63.1% | $5,609-54.4% |
| Admin fee / account holder | $18,475 | $13,328+38.6% | $10,705+72.6% | $10,827+70.6% |