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 | $4,241 | $198,466-97.9% | $170,442-97.5% | $147,584-97.1% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 36.21% | 257.29%-221.1pp | 205.93%-169.7pp | 578.55%-542.3pp |
| Employer contribution / active EE | $4,690 | $6,184-24.2% | $5,433-13.7% | $4,876-3.8% |
| Participant deferral / active EE | $569 | $5,629-89.9% | $4,939-88.5% | $5,439-89.5% |
| Admin fee / account holder | $473 | $16,852-97.2% | $13,880-96.6% | $10,885-95.7% |