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 | $16,422 | $135,952-87.9% | $123,892-86.7% | $273,961-94.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.68% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $5,105 | $5,170-1.3% | $4,617+10.6% | $4,869+4.9% |
| Participant deferral / active EE | $105 | $6,343-98.3% | $5,984-98.2% | $5,287-98.0% |
| Admin fee / account holder | $1,956 | $9,817-80.1% | $8,357-76.6% | $10,132-80.7% |