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 | $11,341 | $127,777-91.1% | $106,548-89.4% | $167,490-93.2% |
| Participation rate | 88.9% | 78.3%+10.6pp | 76.1%+12.8pp | 82.1%+6.8pp |
| Annual return | 16.37% | 33.87%-17.5pp | 26.80%-10.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $854 | $3,427-75.1% | $2,819-69.7% | $4,837-82.4% |
| Participant deferral / active EE | $1,271 | $5,087-75.0% | $4,398-71.1% | $6,341-80.0% |
| Admin fee / account holder | $1,188 | $11,228-89.4% | $7,407-84.0% | $12,309-90.3% |