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 | $132,861 | $245,885-46.0% | $198,754-33.2% | $357,791-62.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 14.02% | 5953.41%-5939.4pp | 4947.04%-4933.0pp | 396.79%-382.8pp |
| Employer contribution / active EE | $14,326 | $4,089+250.4% | $4,008+257.4% | $7,508+90.8% |
| Participant deferral / active EE | $1,105 | $4,533-75.6% | $4,138-73.3% | $5,521-80.0% |
| Admin fee / account holder | $4,832 | $12,849-62.4% | $12,082-60.0% | $28,387-83.0% |