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 | $13,386 | $209,411-93.6% | $178,490-92.5% | $158,922-91.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.38% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,415 | $5,706-57.7% | $5,011-51.8% | $4,761-49.3% |
| Participant deferral / active EE | $1,687 | $5,954-71.7% | $5,202-67.6% | $5,982-71.8% |
| Admin fee / account holder | $466 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |