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 | $16,227 | $180,449-91.0% | $154,107-89.5% | $135,375-88.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 4.59% | 888.09%-883.5pp | 735.12%-730.5pp | 519.73%-515.1pp |
| Employer contribution / active EE | $1,338 | $6,035-77.8% | $5,298-74.7% | $4,779-72.0% |
| Participant deferral / active EE | $1,290 | $5,806-77.8% | $5,081-74.6% | $5,609-77.0% |
| Admin fee / account holder | $4,828 | $16,143-70.1% | $13,411-64.0% | $10,827-55.4% |