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 | $53,062 | $138,562-61.7% | $246,525-78.5% | $116,875-54.6% |
| Participation rate | 94.6% | 72.8%+21.8pp | 82.0%+12.6pp | 74.5%+20.1pp |
| Annual return | 14.76% | 16.14%-1.4pp | 0.46%+14.3pp | 16.29%-1.5pp |
| Employer contribution / active EE | $1,120 | $4,835-76.8% | $7,467-85.0% | $3,288-65.9% |
| Participant deferral / active EE | $859 | $4,207-79.6% | $5,422-84.2% | $3,885-77.9% |
| Admin fee / account holder | $3,499 | $18,110-80.7% | $16,551-78.9% | $12,263-71.5% |