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 | $14,926 | $76,367-80.5% | $93,606-84.1% | $72,985-79.5% |
| Participation rate | 73.3% | 71.7%+1.6pp | 75.8%-2.5pp | 69.5%+3.8pp |
| Annual return | 23.60% | 25.82%-2.2pp | 32.76%-9.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $585 | $2,275-74.3% | $2,718-78.5% | $2,440-76.0% |
| Participant deferral / active EE | $1,101 | $3,538-68.9% | $4,069-72.9% | $3,607-69.5% |
| Admin fee / account holder | $1,694 | $6,838-75.2% | $7,888-78.5% | $5,124-66.9% |