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 | $11,321 | $48,076-76.5% | $78,689-85.6% | $62,891-82.0% |
| Participation rate | 96.8% | 65.2%+31.6pp | 73.6%+23.2pp | 69.3%+27.5pp |
| Annual return | 5.34% | 31.35%-26.0pp | 62.18%-56.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,572 | $2,015+27.7% | $2,851-9.8% | $2,281+12.8% |
| Participant deferral / active EE | $730 | $2,588-71.8% | $3,517-79.2% | $3,203-77.2% |
| Admin fee / account holder | $741 | $3,207-76.9% | $4,510-83.6% | $4,296-82.8% |