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 | $10,216 | $175,202-94.2% | $149,673-93.2% | $139,434-92.7% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 12.87% | 166.71%-153.8pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,194 | $5,474-78.2% | $4,818-75.2% | $4,751-74.9% |
| Participant deferral / active EE | $1,657 | $6,519-74.6% | $5,680-70.8% | $6,710-75.3% |
| Admin fee / account holder | $585 | $16,150-96.4% | $13,210-95.6% | $11,403-94.9% |