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 8-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 | $12,514 | $227,553-94.5% | $189,557-93.4% | $167,490-92.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.60% | 78.40%-67.8pp | 64.17%-53.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $876 | $5,316-83.5% | $4,412-80.1% | $4,837-81.9% |
| Participant deferral / active EE | $1,156 | $7,002-83.5% | $6,174-81.3% | $6,341-81.8% |
| Admin fee / account holder | $15,622 | $11,878+31.5% | $9,807+59.3% | $12,309+26.9% |