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 4-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 | $10,659 | $175,202-93.9% | $149,673-92.9% | $139,434-92.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 163.85% | 166.71%-2.9pp | 134.42%+29.4pp | 372.94%-209.1pp |
| Employer contribution / active EE | $1,519 | $5,474-72.3% | $4,818-68.5% | $4,751-68.0% |
| Participant deferral / active EE | $1,846 | $6,519-71.7% | $5,680-67.5% | $6,710-72.5% |
| Admin fee / account holder | $479 | $16,150-97.0% | $13,210-96.4% | $11,403-95.8% |