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 | $19,922 | $153,772-87.0% | $133,980-85.1% | $273,961-92.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.57% | 36.51%-30.9pp | 29.30%-23.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,433 | $6,029-59.7% | $5,211-53.3% | $4,869-50.0% |
| Participant deferral / active EE | $1,721 | $6,958-75.3% | $6,282-72.6% | $5,287-67.5% |
| Admin fee / account holder | $1,887 | $11,765-84.0% | $9,324-79.8% | $10,132-81.4% |