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 | $28,929 | $91,552-68.4% | $133,956-78.4% | $79,858-63.8% |
| Participation rate | 77.3% | 73.3%+4.0pp | 79.8%-2.5pp | 69.6%+7.7pp |
| Annual return | 13.22% | 61.85%-48.6pp | 45.09%-31.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,827 | $2,384-23.3% | $3,919-53.4% | $2,471-26.0% |
| Participant deferral / active EE | $1,490 | $3,733-60.1% | $5,048-70.5% | $3,740-60.2% |
| Admin fee / account holder | $4,393 | $6,321-30.5% | $8,927-50.8% | $5,306-17.2% |