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 | $8,075 | $198,466-95.9% | $170,442-95.3% | $147,584-94.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 18.98% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,642 | $6,184-73.4% | $5,433-69.8% | $4,876-66.3% |
| Participant deferral / active EE | $1,728 | $5,629-69.3% | $4,939-65.0% | $5,439-68.2% |
| Admin fee / account holder | $675 | $16,852-96.0% | $13,880-95.1% | $10,885-93.8% |