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 | $17,489 | $78,422-77.7% | $95,952-81.8% | $79,858-78.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.77% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,647 | $1,945-15.3% | $2,541-35.2% | $2,471-33.3% |
| Participant deferral / active EE | $837 | $3,440-75.7% | $4,167-79.9% | $3,740-77.6% |
| Admin fee / account holder | $1,015 | $5,622-81.9% | $6,795-85.1% | $5,306-80.9% |