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 | $22,067 | $214,378-89.7% | $200,582-89.0% | $142,382-84.5% |
| Participation rate | 81.0% | 87.4%-6.5pp | 86.9%-5.9pp | 80.1%+0.8pp |
| Annual return | 16.71% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,718 | $6,841-74.9% | $6,419-73.2% | $4,299-60.0% |
| Participant deferral / active EE | $2,463 | $9,865-75.0% | $9,331-73.6% | $6,507-62.2% |
| Admin fee / account holder | $633 | $17,692-96.4% | $16,305-96.1% | $12,624-95.0% |