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 | $16,777 | $135,952-87.7% | $123,892-86.5% | $273,961-93.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.89% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,446 | $5,170-72.0% | $4,617-68.7% | $4,869-70.3% |
| Participant deferral / active EE | $1,310 | $6,343-79.3% | $5,984-78.1% | $5,287-75.2% |
| Admin fee / account holder | $603 | $9,817-93.9% | $8,357-92.8% | $10,132-94.1% |