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 | $30,677 | $153,772-80.1% | $133,980-77.1% | $273,961-88.8% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 5.61% | 36.51%-30.9pp | 29.30%-23.7pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,310 | $6,029-45.1% | $5,211-36.5% | $4,869-32.0% |
| Participant deferral / active EE | $772 | $6,958-88.9% | $6,282-87.7% | $5,287-85.4% |
| Admin fee / account holder | $1,397 | $11,765-88.1% | $9,324-85.0% | $10,132-86.2% |