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 | $17,991 | $209,832-91.4% | $189,513-90.5% | $167,490-89.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.75% | 748.27%-734.5pp | 555.15%-541.4pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,228 | $6,914-67.8% | $6,162-63.8% | $4,837-53.9% |
| Participant deferral / active EE | $2,173 | $8,935-75.7% | $8,221-73.6% | $6,341-65.7% |
| Admin fee / account holder | $1,976 | $14,293-86.2% | $12,045-83.6% | $12,309-83.9% |