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 | $19,320 | $89,355-78.4% | $141,162-86.3% | $72,985-73.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 19.65% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,306 | $3,114-58.1% | $4,735-72.4% | $2,440-46.5% |
| Participant deferral / active EE | $1,589 | $5,418-70.7% | $6,709-76.3% | $3,607-56.0% |
| Admin fee / account holder | $525 | $5,958-91.2% | $10,261-94.9% | $5,124-89.8% |