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 | $21,527 | $181,894-88.2% | $156,549-86.2% | $273,961-92.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 4.30% | 30.74%-26.4pp | 32.23%-27.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,634 | $6,248-73.9% | $5,501-70.3% | $4,869-66.4% |
| Participant deferral / active EE | $1,000 | $5,550-82.0% | $4,871-79.5% | $5,287-81.1% |
| Admin fee / account holder | $10,335 | $15,559-33.6% | $13,027-20.7% | $10,132+2.0% |