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 | $3,214 | $105,859-97.0% | $90,160-96.4% | $147,584-97.8% |
| Participation rate | 85.0% | 79.7%+5.3pp | 76.9%+8.1pp | 82.8%+2.2pp |
| Annual return | 17.82% | 37.63%-19.8pp | 34.88%-17.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $892 | $4,126-78.4% | $3,318-73.1% | $4,876-81.7% |
| Participant deferral / active EE | $1,568 | $5,733-72.7% | $5,288-70.3% | $5,439-71.2% |
| Admin fee / account holder | $933 | $8,046-88.4% | $5,943-84.3% | $10,885-91.4% |