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 | $29,462 | $109,359-73.1% | $162,163-81.8% | $72,985-59.6% |
| Participation rate | 76.3% | 84.3%-7.9pp | 87.6%-11.2pp | 69.5%+6.8pp |
| Annual return | 19.64% | 25.46%-5.8pp | 115.59%-96.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,142 | $5,481-60.9% | $7,298-70.6% | $3,607-40.6% |
| Admin fee / account holder | $5,202 | $7,972-34.7% | $10,843-52.0% | $5,124+1.5% |