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 | $26,580 | $144,119-81.6% | $117,854-77.4% | $147,584-82.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 9.89% | 531.15%-521.3pp | 335.08%-325.2pp | 578.55%-568.7pp |
| Employer contribution / active EE | $2,449 | $4,896-50.0% | $3,786-35.3% | $4,876-49.8% |
| Participant deferral / active EE | $550 | $5,316-89.7% | $4,482-87.7% | $5,439-89.9% |
| Admin fee / account holder | $4,568 | $10,886-58.0% | $8,020-43.0% | $10,885-58.0% |