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 | $16,342 | $142,405-88.5% | $115,157-85.8% | $152,861-89.3% |
| Participation rate | 72.2% | 82.4%-10.1pp | 75.9%-3.7pp | 82.4%-10.2pp |
| Annual return | 19.39% | 41.48%-22.1pp | 35.60%-16.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,218 | $4,010-44.7% | $3,179-30.2% | $4,762-53.4% |
| Participant deferral / active EE | $1,343 | $5,164-74.0% | $4,168-67.8% | $5,850-77.1% |
| Admin fee / account holder | $1,772 | $8,462-79.1% | $7,088-75.0% | $11,596-84.7% |