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 9-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 | $28,262 | $198,466-85.8% | $170,442-83.4% | $147,584-80.9% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 14.09% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,460 | $6,184-76.4% | $5,433-73.1% | $4,876-70.1% |
| Participant deferral / active EE | $1,813 | $5,629-67.8% | $4,939-63.3% | $5,439-66.7% |
| Admin fee / account holder | $3,954 | $16,852-76.5% | $13,880-71.5% | $10,885-63.7% |