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 | $34,020 | $171,865-80.2% | $149,718-77.3% | $147,584-76.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.27% | 2113.22%-2101.9pp | 1501.63%-1490.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,393 | $6,275-61.9% | $5,445-56.0% | $4,876-50.9% |
| Participant deferral / active EE | $2,207 | $7,271-69.6% | $6,569-66.4% | $5,439-59.4% |
| Admin fee / account holder | $1,289 | $13,799-90.7% | $11,283-88.6% | $10,885-88.2% |