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 | $156,822 | $293,860-46.6% | $237,244-33.9% | $357,791-56.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 14.20% | 4677.97%-4663.8pp | 4131.29%-4117.1pp | 396.79%-382.6pp |
| Employer contribution / active EE | $11,531 | $5,523+108.8% | $4,351+165.0% | $7,508+53.6% |
| Participant deferral / active EE | $2,014 | $4,397-54.2% | $4,056-50.3% | $5,521-63.5% |
| Admin fee / account holder | $1,154 | $21,223-94.6% | $18,030-93.6% | $28,387-95.9% |