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 | $30,898 | $197,591-84.4% | $177,821-82.6% | $158,922-80.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 8.38% | 58.76%-50.4pp | 48.32%-39.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,958 | $6,697-70.8% | $5,918-66.9% | $4,761-58.9% |
| Participant deferral / active EE | $2,458 | $8,405-70.8% | $7,714-68.1% | $5,982-58.9% |
| Admin fee / account holder | $1,429 | $15,399-90.7% | $12,427-88.5% | $11,246-87.3% |