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 8-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 | $18,900 | $209,411-91.0% | $178,490-89.4% | $158,922-88.1% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 28.64% | 188.75%-160.1pp | 151.07%-122.4pp | 302.83%-274.2pp |
| Employer contribution / active EE | $3,147 | $5,706-44.8% | $5,011-37.2% | $4,761-33.9% |
| Participant deferral / active EE | $1,652 | $5,954-72.2% | $5,202-68.2% | $5,982-72.4% |
| Admin fee / account holder | $1,135 | $17,074-93.4% | $13,984-91.9% | $11,246-89.9% |