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 | $24,648 | $180,449-86.3% | $154,107-84.0% | $135,375-81.8% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | 7.45% | 888.09%-880.6pp | 735.12%-727.7pp | 519.73%-512.3pp |
| Employer contribution / active EE | $2,783 | $6,035-53.9% | $5,298-47.5% | $4,779-41.8% |
| Participant deferral / active EE | $1,768 | $5,806-69.6% | $5,081-65.2% | $5,609-68.5% |
| Admin fee / account holder | $5,177 | $16,143-67.9% | $13,411-61.4% | $10,827-52.2% |