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 | $19,533 | $183,963-89.4% | $162,163-88.0% | $152,861-87.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 28.78% | 150.76%-122.0pp | 115.59%-86.8pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,574 | $6,371-75.3% | $5,614-72.0% | $4,762-67.0% |
| Participant deferral / active EE | $2,010 | $8,034-75.0% | $7,298-72.5% | $5,850-65.6% |
| Admin fee / account holder | $1,267 | $13,121-90.3% | $10,843-88.3% | $11,596-89.1% |