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 | $24,155 | $209,411-88.5% | $178,490-86.5% | $158,922-84.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.79% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,292 | $5,706-77.4% | $5,011-74.2% | $4,761-72.9% |
| Participant deferral / active EE | $1,668 | $5,954-72.0% | $5,202-67.9% | $5,982-72.1% |
| Admin fee / account holder | $1,116 | $17,074-93.5% | $13,984-92.0% | $11,246-90.1% |