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 5-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 | $12,782 | $185,822-93.1% | $169,993-92.5% | $139,434-90.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.06% | 60.50%-41.4pp | 53.37%-34.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,830 | $7,590-75.9% | $6,785-73.0% | $4,751-61.5% |
| Participant deferral / active EE | $2,884 | $11,622-75.2% | $10,408-72.3% | $6,710-57.0% |
| Admin fee / account holder | $2,326 | $15,381-84.9% | $12,815-81.8% | $11,403-79.6% |