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 | $22,601 | $183,963-87.7% | $162,163-86.1% | $152,861-85.2% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.6%-8.6pp | 82.4%-3.5pp |
| Annual return | 17.01% | 150.76%-133.8pp | 115.59%-98.6pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,045 | $6,371-67.9% | $5,614-63.6% | $4,762-57.0% |
| Participant deferral / active EE | $1,408 | $8,034-82.5% | $7,298-80.7% | $5,850-75.9% |
| Admin fee / account holder | $1,525 | $13,121-88.4% | $10,843-85.9% | $11,596-86.9% |