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 8-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 | $15,074 | $181,894-91.7% | $156,549-90.4% | $273,961-94.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 4.79% | 30.74%-26.0pp | 32.23%-27.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,960 | $6,248-36.6% | $5,501-28.0% | $4,869-18.7% |
| Participant deferral / active EE | $476 | $5,550-91.4% | $4,871-90.2% | $5,287-91.0% |
| Admin fee / account holder | $5,856 | $15,559-62.4% | $13,027-55.1% | $10,132-42.2% |