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 | $10,899 | $171,865-93.7% | $149,718-92.7% | $147,584-92.6% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 17.93% | 2113.22%-2095.3pp | 1501.63%-1483.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,578 | $6,275-74.9% | $5,445-71.0% | $4,876-67.6% |
| Participant deferral / active EE | $1,578 | $7,271-78.3% | $6,569-76.0% | $5,439-71.0% |
| Admin fee / account holder | $623 | $13,799-95.5% | $11,283-94.5% | $10,885-94.3% |