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 | $20,988 | $79,944-73.7% | $98,439-78.7% | $75,163-72.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 18.69% | 19.75%-1.1pp | 21.16%-2.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,009 | $2,264+32.9% | $3,048-1.3% | $2,670+12.7% |
| Participant deferral / active EE | $1,496 | $3,752-60.1% | $4,738-68.4% | $4,125-63.7% |
| Admin fee / account holder | $1,188 | $6,840-82.6% | $8,948-86.7% | $5,651-79.0% |