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 | $42,821 | $138,562-69.1% | $246,525-82.6% | $116,875-63.4% |
| Participation rate | 93.3% | 72.8%+20.5pp | 82.0%+11.4pp | 74.5%+18.8pp |
| Annual return | 16.56% | 16.14%+0.4pp | 0.46%+16.1pp | 16.29%+0.3pp |
| Employer contribution / active EE | $7,744 | $4,835+60.2% | $7,467+3.7% | $3,288+135.6% |
| Participant deferral / active EE | $390 | $4,207-90.7% | $5,422-92.8% | $3,885-90.0% |
| Admin fee / account holder | $6,208 | $18,110-65.7% | $16,551-62.5% | $12,263-49.4% |