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 | $12,799 | $91,552-86.0% | $133,956-90.4% | $79,858-84.0% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 19.39% | 61.85%-42.5pp | 45.09%-25.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,226 | $2,384-48.6% | $3,919-68.7% | $2,471-50.4% |
| Participant deferral / active EE | $1,516 | $3,733-59.4% | $5,048-70.0% | $3,740-59.5% |
| Admin fee / account holder | $359 | $6,321-94.3% | $8,927-96.0% | $5,306-93.2% |