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 | $27,784 | $87,013-68.1% | $106,213-73.8% | $80,856-65.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.14% | 17.05%-1.9pp | 116.14%-101.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,401 | $2,395+42.0% | $3,171+7.3% | $2,755+23.5% |
| Participant deferral / active EE | $1,536 | $3,986-61.5% | $5,016-69.4% | $4,296-64.2% |
| Admin fee / account holder | $4,904 | $8,431-41.8% | $11,033-55.5% | $6,918-29.1% |