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 | $10,787 | $157,256-93.1% | $141,162-92.4% | $152,861-92.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 14.66% | 64.32%-49.7pp | 71.39%-56.7pp | 345.32%-330.7pp |
| Employer contribution / active EE | $987 | $5,261-81.2% | $4,735-79.1% | $4,762-79.3% |
| Participant deferral / active EE | $1,404 | $7,109-80.3% | $6,709-79.1% | $5,850-76.0% |
| Admin fee / account holder | $501 | $12,120-95.9% | $10,261-95.1% | $11,596-95.7% |