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 | $19,432 | $102,828-81.1% | $105,387-81.6% | $152,861-87.3% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.6%+10.8pp | 82.4%+10.9pp |
| Annual return | 23.88% | 20.85%+3.0pp | 26.82%-2.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,480 | $4,473-66.9% | $4,213-64.9% | $4,762-68.9% |
| Participant deferral / active EE | $1,723 | $5,465-68.5% | $5,502-68.7% | $5,850-70.5% |
| Admin fee / account holder | $1,379 | $8,683-84.1% | $6,559-79.0% | $11,596-88.1% |