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 | $16,030 | $209,411-92.3% | $178,490-91.0% | $158,922-89.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 9.11% | 188.75%-179.6pp | 151.07%-142.0pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,511 | $5,706-38.5% | $5,011-29.9% | $4,761-26.2% |
| Participant deferral / active EE | $1,193 | $5,954-80.0% | $5,202-77.1% | $5,982-80.1% |
| Admin fee / account holder | $14,450 | $17,074-15.4% | $13,984+3.3% | $11,246+28.5% |