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 | $10,625 | $185,822-94.3% | $169,993-93.7% | $139,434-92.4% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 17.35% | 60.50%-43.2pp | 53.37%-36.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,691 | $7,590-77.7% | $6,785-75.1% | $4,751-64.4% |
| Participant deferral / active EE | $363 | $11,622-96.9% | $10,408-96.5% | $6,710-94.6% |
| Admin fee / account holder | $1,586 | $15,381-89.7% | $12,815-87.6% | $11,403-86.1% |