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 | $13,225 | $48,364-72.7% | $71,796-81.6% | $62,891-79.0% |
| Participation rate | 87.1% | 60.6%+26.5pp | 69.1%+18.0pp | 69.3%+17.8pp |
| Annual return | 6.58% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $631 | $1,042-39.5% | $1,924-67.2% | $2,281-72.3% |
| Participant deferral / active EE | $783 | $2,091-62.6% | $2,794-72.0% | $3,203-75.6% |
| Admin fee / account holder | $778 | $3,771-79.4% | $4,815-83.8% | $4,296-81.9% |