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 | $23,946 | $153,772-84.4% | $133,980-82.1% | $273,961-91.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.26% | 36.51%-30.3pp | 29.30%-23.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,980 | $6,029-67.2% | $5,211-62.0% | $4,869-59.3% |
| Participant deferral / active EE | $520 | $6,958-92.5% | $6,282-91.7% | $5,287-90.2% |
| Admin fee / account holder | $1,069 | $11,765-90.9% | $9,324-88.5% | $10,132-89.5% |