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 7-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 | $14,454 | $133,922-89.2% | $116,228-87.6% | $142,382-89.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.57% | 147.76%-129.2pp | 90.06%-71.5pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,796 | $3,446-47.9% | $2,994-40.0% | $4,299-58.2% |
| Participant deferral / active EE | $1,306 | $5,672-77.0% | $4,953-73.6% | $6,507-79.9% |
| Admin fee / account holder | $1,815 | $14,945-87.9% | $11,989-84.9% | $12,624-85.6% |