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 | $28,152 | $125,758-77.6% | $169,993-83.4% | $75,163-62.5% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 20.92% | 27.20%-6.3pp | 53.37%-32.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,485 | $4,615-46.2% | $6,785-63.4% | $2,670-6.9% |
| Participant deferral / active EE | $2,955 | $6,837-56.8% | $10,408-71.6% | $4,125-28.4% |
| Admin fee / account holder | $819 | $8,173-90.0% | $12,815-93.6% | $5,651-85.5% |