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 5-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 | $19,778 | $98,463-79.9% | $119,258-83.4% | $85,850-77.0% |
| Participation rate | 80.7% | 77.6%+3.1pp | 82.7%-2.0pp | 69.3%+11.4pp |
| Annual return | 11019.30% | 38.53%+10980.8pp | 30.69%+10988.6pp | 318.53%+10700.8pp |
| Employer contribution / active EE | $3,469 | $3,698-6.2% | $4,384-20.9% | $2,565+35.2% |
| Participant deferral / active EE | $1,604 | $4,942-67.5% | $6,111-73.8% | $3,952-59.4% |
| Admin fee / account holder | $468 | $7,493-93.8% | $7,226-93.5% | $6,260-92.5% |