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 | $16,179 | $135,952-88.1% | $123,892-86.9% | $273,961-94.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.37% | 56.63%-52.3pp | 47.52%-43.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,493 | $5,170-51.8% | $4,617-46.0% | $4,869-48.8% |
| Participant deferral / active EE | $1,461 | $6,343-77.0% | $5,984-75.6% | $5,287-72.4% |
| Admin fee / account holder | $8,532 | $9,817-13.1% | $8,357+2.1% | $10,132-15.8% |