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 9-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 | $28,835 | $209,832-86.3% | $189,513-84.8% | $167,490-82.8% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 11.26% | 748.27%-737.0pp | 555.15%-543.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $6,410 | $6,914-7.3% | $6,162+4.0% | $4,837+32.5% |
| Participant deferral / active EE | $2,189 | $8,935-75.5% | $8,221-73.4% | $6,341-65.5% |
| Admin fee / account holder | $4,950 | $14,293-65.4% | $12,045-58.9% | $12,309-59.8% |