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 | $7,751 | $85,766-91.0% | $136,294-94.3% | $70,131-88.9% |
| Participation rate | 89.1% | 74.2%+15.0pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 19.41% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $566 | $2,966-80.9% | $4,695-87.9% | $2,342-75.8% |
| Participant deferral / active EE | $1,333 | $5,051-73.6% | $6,247-78.7% | $3,332-60.0% |
| Admin fee / account holder | $511 | $5,420-90.6% | $9,243-94.5% | $4,645-89.0% |