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 9-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 | $30,764 | $202,318-84.8% | $172,739-82.2% | $152,861-79.9% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 18.79% | 1029.65%-1010.9pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,558 | $5,856-73.4% | $5,143-69.7% | $4,762-67.3% |
| Participant deferral / active EE | $1,691 | $5,948-71.6% | $5,198-67.5% | $5,850-71.1% |
| Admin fee / account holder | $5,562 | $17,109-67.5% | $13,954-60.1% | $11,596-52.0% |