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 | $24,218 | $197,591-87.7% | $177,821-86.4% | $158,922-84.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.15% | 58.76%-50.6pp | 48.32%-40.2pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,645 | $6,697-75.4% | $5,918-72.2% | $4,761-65.4% |
| Participant deferral / active EE | $1,942 | $8,405-76.9% | $7,714-74.8% | $5,982-67.5% |
| Admin fee / account holder | $12,185 | $15,399-20.9% | $12,427-1.9% | $11,246+8.4% |