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 | $28,066 | $138,347-79.7% | $184,203-84.8% | $80,856-65.3% |
| Participation rate | 80.6% | 83.9%-3.2pp | 86.8%-6.2pp | 67.6%+13.0pp |
| Annual return | 12.85% | 20.02%-7.2pp | 28.81%-16.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,012 | $4,850-58.5% | $6,427-68.7% | $2,755-27.0% |
| Participant deferral / active EE | $2,414 | $7,071-65.9% | $9,131-73.6% | $4,296-43.8% |
| Admin fee / account holder | $4,688 | $10,483-55.3% | $13,901-66.3% | $6,918-32.2% |