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 | $25,020 | $162,781-84.6% | $133,956-81.3% | $158,922-84.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 24.32% | 41.94%-17.6pp | 45.09%-20.8pp | 302.83%-278.5pp |
| Employer contribution / active EE | $8,282 | $4,975+66.5% | $3,919+111.3% | $4,761+73.9% |
| Participant deferral / active EE | $1,692 | $5,911-71.4% | $5,048-66.5% | $5,982-71.7% |
| Admin fee / account holder | $1,595 | $11,736-86.4% | $8,927-82.1% | $11,246-85.8% |