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 | $17,758 | $72,277-75.4% | $101,248-82.5% | $79,858-77.8% |
| Participation rate | 70.0% | 68.5%+1.5pp | 75.8%-5.8pp | 69.6%+0.4pp |
| Annual return | 18.06% | 22.30%-4.2pp | 46.47%-28.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $4,821 | $2,692+79.1% | $3,660+31.7% | $2,471+95.1% |
| Participant deferral / active EE | $13 | $3,282-99.6% | $4,370-99.7% | $3,740-99.6% |
| Admin fee / account holder | $318 | $4,400-92.8% | $5,945-94.7% | $5,306-94.0% |