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 | $23,895 | $125,758-81.0% | $169,993-85.9% | $75,163-68.2% |
| Participation rate | 81.6% | 83.6%-2.0pp | 87.0%-5.4pp | 67.2%+14.4pp |
| Annual return | 15.98% | 27.20%-11.2pp | 53.37%-37.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,641 | $4,615-64.4% | $6,785-75.8% | $2,670-38.5% |
| Participant deferral / active EE | $2,705 | $6,837-60.4% | $10,408-74.0% | $4,125-34.4% |
| Admin fee / account holder | $3,505 | $8,173-57.1% | $12,815-72.6% | $5,651-38.0% |