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 | $13,422 | $65,696-79.6% | $56,429-76.2% | $147,584-90.9% |
| Participation rate | 92.9% | 85.5%+7.3pp | 80.0%+12.8pp | 82.8%+10.0pp |
| Annual return | 15.26% | 13.32%+1.9pp | 19.04%-3.8pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,116 | $4,121-24.4% | $3,405-8.5% | $4,876-36.1% |
| Participant deferral / active EE | $1,196 | $4,876-75.5% | $3,951-69.7% | $5,439-78.0% |
| Admin fee / account holder | $6,749 | $5,947+13.5% | $4,466+51.1% | $10,885-38.0% |