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 | $25,270 | $183,963-86.3% | $162,163-84.4% | $152,861-83.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.46% | 150.76%-131.3pp | 115.59%-96.1pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,861 | $6,371-55.1% | $5,614-49.0% | $4,762-39.9% |
| Participant deferral / active EE | $1,596 | $8,034-80.1% | $7,298-78.1% | $5,850-72.7% |
| Admin fee / account holder | $1,640 | $13,121-87.5% | $10,843-84.9% | $11,596-85.9% |