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 | $5,934 | $202,318-97.1% | $172,739-96.6% | $152,861-96.1% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 21.39% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,245 | $5,856-61.7% | $5,143-56.3% | $4,762-52.9% |
| Participant deferral / active EE | $1,918 | $5,948-67.8% | $5,198-63.1% | $5,850-67.2% |
| Admin fee / account holder | $2,632 | $17,109-84.6% | $13,954-81.1% | $11,596-77.3% |