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 | $8,989 | $183,963-95.1% | $162,163-94.5% | $152,861-94.1% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.4%-9.1pp |
| Annual return | 23.07% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,570 | $6,371-75.4% | $5,614-72.0% | $4,762-67.0% |
| Participant deferral / active EE | $1,706 | $8,034-78.8% | $7,298-76.6% | $5,850-70.8% |
| Admin fee / account holder | $928 | $13,121-92.9% | $10,843-91.4% | $11,596-92.0% |