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 | $22,008 | $167,484-86.9% | $151,611-85.5% | $134,475-83.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.75% | 7.80%-7.0pp | 3.33%-2.6pp | 417.96%-417.2pp |
| Employer contribution / active EE | $1,590 | $6,829-76.7% | $6,166-74.2% | $4,740-66.5% |
| Participant deferral / active EE | $1,689 | $8,986-81.2% | $8,363-79.8% | $6,400-73.6% |
| Admin fee / account holder | $34,856 | $13,783+152.9% | $11,616+200.1% | $11,426+205.1% |