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 | $16,434 | $197,591-91.7% | $177,821-90.8% | $158,922-89.7% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 24.29% | 58.76%-34.5pp | 48.32%-24.0pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,180 | $6,697-67.4% | $5,918-63.2% | $4,761-54.2% |
| Participant deferral / active EE | $2,180 | $8,405-74.1% | $7,714-71.7% | $5,982-63.6% |
| Admin fee / account holder | $316 | $15,399-97.9% | $12,427-97.5% | $11,246-97.2% |