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 | $70,484 | $362,131-80.5% | $285,549-75.3% | $357,791-80.3% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 14.81% | 5.08%+9.7pp | 7.15%+7.7pp | 396.79%-382.0pp |
| Employer contribution / active EE | $3,737 | $5,952-37.2% | $5,022-25.6% | $7,508-50.2% |
| Participant deferral / active EE | $0 | $5,478-100.0% | $4,549-100.0% | $5,521-100.0% |
| Admin fee / account holder | $2,615 | $16,774-84.4% | $13,934-81.2% | $28,387-90.8% |