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 | $20,771 | $86,929-76.1% | $102,423-79.7% | $80,856-74.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.87% | 18.88%-1.0pp | 29.32%-11.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,357 | $2,369-42.7% | $3,023-55.1% | $2,755-50.8% |
| Participant deferral / active EE | $1,491 | $4,118-63.8% | $5,053-70.5% | $4,296-65.3% |
| Admin fee / account holder | $583 | $8,049-92.8% | $9,451-93.8% | $6,918-91.6% |