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 | $33,594 | $109,359-69.3% | $162,163-79.3% | $72,985-54.0% |
| Participation rate | 90.2% | 84.3%+5.9pp | 87.6%+2.6pp | 69.5%+20.7pp |
| Annual return | 24.51% | 25.46%-0.9pp | 115.59%-91.1pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,418 | $3,907-63.7% | $5,614-74.7% | $2,440-41.9% |
| Participant deferral / active EE | $1,863 | $5,481-66.0% | $7,298-74.5% | $3,607-48.4% |
| Admin fee / account holder | $2,444 | $7,972-69.3% | $10,843-77.5% | $5,124-52.3% |