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 | $17,432 | $118,680-85.3% | $98,907-82.4% | $158,922-89.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 6.66% | 372.35%-365.7pp | 196.43%-189.8pp | 302.83%-296.2pp |
| Employer contribution / active EE | $827 | $3,333-75.2% | $2,689-69.2% | $4,761-82.6% |
| Participant deferral / active EE | $719 | $5,088-85.9% | $4,244-83.1% | $5,982-88.0% |
| Admin fee / account holder | $4,292 | $10,131-57.6% | $6,642-35.4% | $11,246-61.8% |