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 | $21,839 | $157,256-86.1% | $141,162-84.5% | $152,861-85.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.34% | 64.32%-47.0pp | 71.39%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $4,743 | $5,261-9.8% | $4,735+0.2% | $4,762-0.4% |
| Participant deferral / active EE | $1,086 | $7,109-84.7% | $6,709-83.8% | $5,850-81.4% |
| Admin fee / account holder | $17,272 | $12,120+42.5% | $10,261+68.3% | $11,596+48.9% |