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 | $26,177 | $198,466-86.8% | $170,442-84.6% | $147,584-82.3% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 17.42% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,743 | $6,184-55.6% | $5,433-49.5% | $4,876-43.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,291 | $16,852-80.5% | $13,880-76.3% | $10,885-69.8% |