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 5-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 | $172,279 | $297,529-42.1% | $246,525-30.1% | $357,791-51.8% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 19.40% | -2.25%+21.6pp | 0.46%+18.9pp | 396.79%-377.4pp |
| Employer contribution / active EE | $5,869 | $8,709-32.6% | $7,467-21.4% | $7,508-21.8% |
| Participant deferral / active EE | $1,970 | $6,076-67.6% | $5,422-63.7% | $5,521-64.3% |
| Admin fee / account holder | $68,643 | $16,212+323.4% | $16,551+314.7% | $28,387+141.8% |