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 | $126,914 | $297,529-57.3% | $246,525-48.5% | $357,791-64.5% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 9.32% | -2.25%+11.6pp | 0.46%+8.9pp | 396.79%-387.5pp |
| Employer contribution / active EE | $15,789 | $8,709+81.3% | $7,467+111.5% | $7,508+110.3% |
| Participant deferral / active EE | $5,670 | $6,076-6.7% | $5,422+4.6% | $5,521+2.7% |
| Admin fee / account holder | $16,259 | $16,212+0.3% | $16,551-1.8% | $28,387-42.7% |