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 | $32,350 | $137,414-76.5% | $189,513-82.9% | $85,850-62.3% |
| Participation rate | 90.2% | 84.6%+5.6pp | 87.8%+2.4pp | 69.3%+20.9pp |
| Annual return | 15.20% | 38.14%-22.9pp | 555.15%-539.9pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,496 | $4,344-65.6% | $6,162-75.7% | $2,565-41.7% |
| Participant deferral / active EE | $1,378 | $6,260-78.0% | $8,221-83.2% | $3,952-65.1% |
| Admin fee / account holder | $735 | $8,630-91.5% | $12,045-93.9% | $6,260-88.3% |