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 | $28,561 | $202,318-85.9% | $172,739-83.5% | $152,861-81.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.78% | 1029.65%-1016.9pp | 802.84%-790.1pp | 345.32%-332.5pp |
| Employer contribution / active EE | $2,276 | $5,856-61.1% | $5,143-55.7% | $4,762-52.2% |
| Participant deferral / active EE | $867 | $5,948-85.4% | $5,198-83.3% | $5,850-85.2% |
| Admin fee / account holder | $789 | $17,109-95.4% | $13,954-94.3% | $11,596-93.2% |