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 | $20,649 | $116,175-82.2% | $93,606-77.9% | $152,861-86.5% |
| Participation rate | 95.5% | 78.0%+17.4pp | 75.8%+19.6pp | 82.4%+13.0pp |
| Annual return | 12.16% | 35.96%-23.8pp | 32.76%-20.6pp | 345.32%-333.2pp |
| Employer contribution / active EE | $1,251 | $3,218-61.1% | $2,718-54.0% | $4,762-73.7% |
| Participant deferral / active EE | $611 | $4,603-86.7% | $4,069-85.0% | $5,850-89.6% |
| Admin fee / account holder | $9,534 | $10,748-11.3% | $7,888+20.9% | $11,596-17.8% |