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 | $26,198 | $217,402-87.9% | $185,823-85.9% | $167,490-84.4% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 11.85% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,995 | $5,873-66.0% | $5,167-61.4% | $4,837-58.8% |
| Participant deferral / active EE | $1,651 | $6,356-74.0% | $5,568-70.4% | $6,341-74.0% |
| Admin fee / account holder | $4,224 | $19,811-78.7% | $16,237-74.0% | $12,309-65.7% |