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 7-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 | $21,715 | $185,822-88.3% | $169,993-87.2% | $139,434-84.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 20.90% | 60.50%-39.6pp | 53.37%-32.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,821 | $7,590-76.0% | $6,785-73.2% | $4,751-61.7% |
| Participant deferral / active EE | $1,366 | $11,622-88.2% | $10,408-86.9% | $6,710-79.6% |
| Admin fee / account holder | $4,338 | $15,381-71.8% | $12,815-66.2% | $11,403-62.0% |