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 | $19,369 | $165,335-88.3% | $149,696-87.1% | $158,922-87.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.28% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $5,091 | $5,103-0.2% | $4,644+9.6% | $4,761+6.9% |
| Participant deferral / active EE | $894 | $7,181-87.6% | $6,842-86.9% | $5,982-85.1% |
| Admin fee / account holder | $7,124 | $10,807-34.1% | $9,309-23.5% | $11,246-36.7% |