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 4-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 | $19,224 | $185,822-89.7% | $169,993-88.7% | $139,434-86.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.70% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $5,074 | $7,590-33.2% | $6,785-25.2% | $4,751+6.8% |
| Participant deferral / active EE | $1,756 | $11,622-84.9% | $10,408-83.1% | $6,710-73.8% |
| Admin fee / account holder | $7,329 | $15,381-52.4% | $12,815-42.8% | $11,403-35.7% |