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 | $20,254 | $185,822-89.1% | $169,993-88.1% | $139,434-85.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.93% | 60.50%-46.6pp | 53.37%-39.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,526 | $7,590-79.9% | $6,785-77.5% | $4,751-67.9% |
| Participant deferral / active EE | $1,181 | $11,622-89.8% | $10,408-88.7% | $6,710-82.4% |
| Admin fee / account holder | $1,081 | $15,381-93.0% | $12,815-91.6% | $11,403-90.5% |