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 | $22,704 | $197,591-88.5% | $177,821-87.2% | $158,922-85.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 12.30% | 58.76%-46.5pp | 48.32%-36.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,262 | $6,697-66.2% | $5,918-61.8% | $4,761-52.5% |
| Participant deferral / active EE | $1,591 | $8,405-81.1% | $7,714-79.4% | $5,982-73.4% |
| Admin fee / account holder | $536 | $15,399-96.5% | $12,427-95.7% | $11,246-95.2% |