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 | $15,436 | $202,318-92.4% | $172,739-91.1% | $152,861-89.9% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 37.74% | 1029.65%-991.9pp | 802.84%-765.1pp | 345.32%-307.6pp |
| Employer contribution / active EE | $3,002 | $5,856-48.7% | $5,143-41.6% | $4,762-37.0% |
| Participant deferral / active EE | $1,500 | $5,948-74.8% | $5,198-71.1% | $5,850-74.4% |
| Admin fee / account holder | $1,228 | $17,109-92.8% | $13,954-91.2% | $11,596-89.4% |