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 9-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 | $24,229 | $209,411-88.4% | $178,490-86.4% | $158,922-84.8% |
| Participation rate | 76.5% | 86.3%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 16.59% | 188.75%-172.2pp | 151.07%-134.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,403 | $5,706-75.4% | $5,011-72.0% | $4,761-70.5% |
| Participant deferral / active EE | $1,713 | $5,954-71.2% | $5,202-67.1% | $5,982-71.4% |
| Admin fee / account holder | $999 | $17,074-94.1% | $13,984-92.9% | $11,246-91.1% |