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 | $21,398 | $209,411-89.8% | $178,490-88.0% | $158,922-86.5% |
| Participation rate | 77.3% | 86.3%-9.1pp | 81.9%-4.7pp | 82.0%-4.7pp |
| Annual return | 8.62% | 188.75%-180.1pp | 151.07%-142.5pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,397 | $5,706-75.5% | $5,011-72.1% | $4,761-70.7% |
| Participant deferral / active EE | $1,474 | $5,954-75.2% | $5,202-71.7% | $5,982-75.4% |
| Admin fee / account holder | $4,502 | $17,074-73.6% | $13,984-67.8% | $11,246-60.0% |