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 | $18,777 | $67,984-72.4% | $65,493-71.3% | $74,304-74.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 27.60% | 19.87%+7.7pp | 982.45%-954.8pp | 29.43%-1.8pp |
| Employer contribution / active EE | $1,144 | $2,491-54.1% | $2,574-55.6% | $2,241-48.9% |
| Participant deferral / active EE | $723 | $3,346-78.4% | $3,961-81.7% | $3,767-80.8% |
| Admin fee / account holder | $678 | $1,373-50.6% | $5,028-86.5% | $2,969-77.2% |