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 6-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 | $12,948 | $176,056-92.6% | $159,436-91.9% | $167,490-92.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 53.21% | 331.75%-278.5pp | 263.57%-210.4pp | 478.56%-425.4pp |
| Employer contribution / active EE | $1,534 | $5,297-71.0% | $4,829-68.2% | $4,837-68.3% |
| Participant deferral / active EE | $1,785 | $7,750-77.0% | $7,352-75.7% | $6,341-71.9% |
| Admin fee / account holder | $631 | $12,554-95.0% | $10,799-94.2% | $12,309-94.9% |