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 | $27,140 | $109,359-75.2% | $162,163-83.3% | $72,985-62.8% |
| Participation rate | 90.6% | 84.3%+6.4pp | 87.6%+3.1pp | 69.5%+21.1pp |
| Annual return | 17.82% | 25.46%-7.6pp | 115.59%-97.8pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,477 | $3,907-62.2% | $5,614-73.7% | $2,440-39.5% |
| Participant deferral / active EE | $2,414 | $5,481-56.0% | $7,298-66.9% | $3,607-33.1% |
| Admin fee / account holder | $648 | $7,972-91.9% | $10,843-94.0% | $5,124-87.4% |