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 | $26,302 | $123,793-78.8% | $177,821-85.2% | $79,858-67.1% |
| Participation rate | 80.7% | 84.7%-4.0pp | 87.7%-7.0pp | 69.6%+11.1pp |
| Annual return | 23.35% | 22.82%+0.5pp | 48.32%-25.0pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,678 | $4,095-59.0% | $5,918-71.6% | $2,471-32.1% |
| Participant deferral / active EE | $2,783 | $5,956-53.3% | $7,714-63.9% | $3,740-25.6% |
| Admin fee / account holder | $2,773 | $7,243-61.7% | $12,427-77.7% | $5,306-47.7% |