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 | $17,854 | $116,175-84.6% | $93,606-80.9% | $152,861-88.3% |
| Participation rate | 78.3% | 78.0%+0.2pp | 75.8%+2.4pp | 82.4%-4.2pp |
| Annual return | 20.87% | 35.96%-15.1pp | 32.76%-11.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $685 | $3,218-78.7% | $2,718-74.8% | $4,762-85.6% |
| Participant deferral / active EE | $1,038 | $4,603-77.4% | $4,069-74.5% | $5,850-82.3% |
| Admin fee / account holder | $3,123 | $10,748-70.9% | $7,888-60.4% | $11,596-73.1% |