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 | $22,622 | $89,355-74.7% | $141,162-84.0% | $72,985-69.0% |
| Participation rate | 96.7% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 19.75% | 111.85%-92.1pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,101 | $3,114-32.5% | $4,735-55.6% | $2,440-13.9% |
| Participant deferral / active EE | $1,303 | $5,418-75.9% | $6,709-80.6% | $3,607-63.9% |
| Admin fee / account holder | $1,659 | $5,958-72.2% | $10,261-83.8% | $5,124-67.6% |