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 3-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 | $15,628 | $214,378-92.7% | $200,582-92.2% | $142,382-89.0% |
| Participation rate | 73.7% | 87.4%-13.8pp | 86.9%-13.2pp | 80.1%-6.4pp |
| Annual return | 20.07% | 46.41%-26.3pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,274 | $6,841-66.8% | $6,419-64.6% | $4,299-47.1% |
| Participant deferral / active EE | $2,563 | $9,865-74.0% | $9,331-72.5% | $6,507-60.6% |
| Admin fee / account holder | $2,101 | $17,692-88.1% | $16,305-87.1% | $12,624-83.4% |