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 | $13,106 | $153,772-91.5% | $133,980-90.2% | $273,961-95.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.96% | 36.51%-22.6pp | 29.30%-15.3pp | 41.45%-27.5pp |
| Employer contribution / active EE | $1,761 | $6,029-70.8% | $5,211-66.2% | $4,869-63.8% |
| Participant deferral / active EE | $2,084 | $6,958-70.0% | $6,282-66.8% | $5,287-60.6% |
| Admin fee / account holder | $1,172 | $11,765-90.0% | $9,324-87.4% | $10,132-88.4% |