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 7-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 | $23,597 | $185,822-87.3% | $169,993-86.1% | $139,434-83.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 12.50% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,513 | $7,590-80.1% | $6,785-77.7% | $4,751-68.1% |
| Participant deferral / active EE | $2,047 | $11,622-82.4% | $10,408-80.3% | $6,710-69.5% |
| Admin fee / account holder | $764 | $15,381-95.0% | $12,815-94.0% | $11,403-93.3% |