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 | $22,083 | $217,402-89.8% | $185,823-88.1% | $167,490-86.8% |
| Participation rate | 95.2% | 86.0%+9.2pp | 81.7%+13.5pp | 82.1%+13.1pp |
| Annual return | 21.06% | 148.36%-127.3pp | 122.05%-101.0pp | 478.56%-457.5pp |
| Employer contribution / active EE | $2,497 | $5,873-57.5% | $5,167-51.7% | $4,837-48.4% |
| Participant deferral / active EE | $1,707 | $6,356-73.1% | $5,568-69.3% | $6,341-73.1% |
| Admin fee / account holder | $4,459 | $19,811-77.5% | $16,237-72.5% | $12,309-63.8% |