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 | $8,100 | $171,865-95.3% | $149,718-94.6% | $147,584-94.5% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 12.76% | 2113.22%-2100.5pp | 1501.63%-1488.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,362 | $6,275-78.3% | $5,445-75.0% | $4,876-72.1% |
| Participant deferral / active EE | $2,002 | $7,271-72.5% | $6,569-69.5% | $5,439-63.2% |
| Admin fee / account holder | $13,340 | $13,799-3.3% | $11,283+18.2% | $10,885+22.6% |