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 | $12,719 | $197,591-93.6% | $177,821-92.8% | $158,922-92.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.05% | 58.76%-47.7pp | 48.32%-37.3pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,613 | $6,697-75.9% | $5,918-72.7% | $4,761-66.1% |
| Participant deferral / active EE | $1,690 | $8,405-79.9% | $7,714-78.1% | $5,982-71.8% |
| Admin fee / account holder | $8,605 | $15,399-44.1% | $12,427-30.8% | $11,246-23.5% |