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 | $18,151 | $217,402-91.7% | $185,823-90.2% | $167,490-89.2% |
| Participation rate | 82.6% | 86.0%-3.4pp | 81.7%+0.9pp | 82.1%+0.5pp |
| Annual return | 12.43% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,891 | $5,873-67.8% | $5,167-63.4% | $4,837-60.9% |
| Participant deferral / active EE | $2,176 | $6,356-65.8% | $5,568-60.9% | $6,341-65.7% |
| Admin fee / account holder | $2,187 | $19,811-89.0% | $16,237-86.5% | $12,309-82.2% |