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 | $21,226 | $198,466-89.3% | $170,442-87.5% | $147,584-85.6% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 35.90% | 257.29%-221.4pp | 205.93%-170.0pp | 578.55%-542.6pp |
| Employer contribution / active EE | $1,365 | $6,184-77.9% | $5,433-74.9% | $4,876-72.0% |
| Participant deferral / active EE | $987 | $5,629-82.5% | $4,939-80.0% | $5,439-81.9% |
| Admin fee / account holder | $1,315 | $16,852-92.2% | $13,880-90.5% | $10,885-87.9% |