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 | $25,516 | $180,449-85.9% | $154,107-83.4% | $135,375-81.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | 8.35% | 888.09%-879.7pp | 735.12%-726.8pp | 519.73%-511.4pp |
| Employer contribution / active EE | $1,505 | $6,035-75.1% | $5,298-71.6% | $4,779-68.5% |
| Participant deferral / active EE | $1,551 | $5,806-73.3% | $5,081-69.5% | $5,609-72.3% |
| Admin fee / account holder | $2,334 | $16,143-85.5% | $13,411-82.6% | $10,827-78.4% |