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 | $10,032 | $77,813-87.1% | $123,544-91.9% | $64,186-84.4% |
| Participation rate | 92.2% | 74.7%+17.4pp | 82.3%+9.9pp | 69.6%+22.6pp |
| Annual return | 26.70% | 12.48%+14.2pp | 119.20%-92.5pp | 7.63%+19.1pp |
| Employer contribution / active EE | $1,238 | $3,014-58.9% | $4,628-73.2% | $2,381-48.0% |
| Participant deferral / active EE | $1,947 | $5,240-62.8% | $6,426-69.7% | $3,470-43.9% |
| Admin fee / account holder | $3,184 | $5,519-42.3% | $9,284-65.7% | $4,888-34.9% |