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 | $29,561 | $153,772-80.8% | $133,980-77.9% | $273,961-89.2% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.1%-4.7pp | 83.0%-0.7pp |
| Annual return | 7.97% | 36.51%-28.5pp | 29.30%-21.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,353 | $6,029-61.0% | $5,211-54.9% | $4,869-51.7% |
| Participant deferral / active EE | $1,214 | $6,958-82.5% | $6,282-80.7% | $5,287-77.0% |
| Admin fee / account holder | $4,997 | $11,765-57.5% | $9,324-46.4% | $10,132-50.7% |