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 | $23,314 | $160,055-85.4% | $140,016-83.3% | $135,375-82.8% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -3.96% | 911.38%-915.3pp | 651.12%-655.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,786 | $6,420-72.2% | $5,606-68.1% | $4,779-62.6% |
| Participant deferral / active EE | $1,806 | $7,642-76.4% | $6,927-73.9% | $5,609-67.8% |
| Admin fee / account holder | $1,466 | $13,328-89.0% | $10,705-86.3% | $10,827-86.5% |