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 | $24,130 | $183,963-86.9% | $162,163-85.1% | $152,861-84.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.07% | 150.76%-131.7pp | 115.59%-96.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,438 | $6,371-77.4% | $5,614-74.4% | $4,762-69.8% |
| Participant deferral / active EE | $250 | $8,034-96.9% | $7,298-96.6% | $5,850-95.7% |
| Admin fee / account holder | $597 | $13,121-95.5% | $10,843-94.5% | $11,596-94.9% |