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 6-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 | $20,825 | $214,378-90.3% | $200,582-89.6% | $142,382-85.4% |
| Participation rate | 76.5% | 87.4%-11.0pp | 86.9%-10.4pp | 80.1%-3.6pp |
| Annual return | 15.89% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,586 | $6,841-76.8% | $6,419-75.3% | $4,299-63.1% |
| Participant deferral / active EE | $2,671 | $9,865-72.9% | $9,331-71.4% | $6,507-58.9% |
| Admin fee / account holder | $1,536 | $17,692-91.3% | $16,305-90.6% | $12,624-87.8% |