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 | $21,615 | $165,335-86.9% | $149,696-85.6% | $158,922-86.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.36% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,377 | $5,103-53.4% | $4,644-48.8% | $4,761-50.1% |
| Participant deferral / active EE | $2,189 | $7,181-69.5% | $6,842-68.0% | $5,982-63.4% |
| Admin fee / account holder | $2,243 | $10,807-79.2% | $9,309-75.9% | $11,246-80.1% |