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 | $16,804 | $91,552-81.6% | $133,956-87.5% | $79,858-79.0% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+14.9pp | 69.6%+25.1pp |
| Annual return | 19.75% | 61.85%-42.1pp | 45.09%-25.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,916 | $2,384-19.6% | $3,919-51.1% | $2,471-22.4% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $452 | $6,321-92.8% | $8,927-94.9% | $5,306-91.5% |