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 | $19,739 | $202,318-90.2% | $172,739-88.6% | $152,861-87.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.39% | 1029.65%-1010.3pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,590 | $5,856-55.8% | $5,143-49.6% | $4,762-45.6% |
| Participant deferral / active EE | $1,127 | $5,948-81.1% | $5,198-78.3% | $5,850-80.7% |
| Admin fee / account holder | $3,236 | $17,109-81.1% | $13,954-76.8% | $11,596-72.1% |