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 | $21,461 | $209,832-89.8% | $189,513-88.7% | $167,490-87.2% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 17.68% | 748.27%-730.6pp | 555.15%-537.5pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,643 | $6,914-61.8% | $6,162-57.1% | $4,837-45.4% |
| Participant deferral / active EE | $2,356 | $8,935-73.6% | $8,221-71.3% | $6,341-62.8% |
| Admin fee / account holder | $8,032 | $14,293-43.8% | $12,045-33.3% | $12,309-34.7% |