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 | $7,708 | $167,484-95.4% | $151,611-94.9% | $134,475-94.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 34.69% | 7.80%+26.9pp | 3.33%+31.4pp | 417.96%-383.3pp |
| Employer contribution / active EE | $1,768 | $6,829-74.1% | $6,166-71.3% | $4,740-62.7% |
| Participant deferral / active EE | $355 | $8,986-96.1% | $8,363-95.8% | $6,400-94.5% |
| Admin fee / account holder | $1,586 | $13,783-88.5% | $11,616-86.3% | $11,426-86.1% |