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 | $6,728 | $49,227-86.3% | $70,449-90.4% | $79,858-91.6% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 7.83% | 30.06%-22.2pp | 109.03%-101.2pp | 31.71%-23.9pp |
| Employer contribution / active EE | $799 | $2,099-61.9% | $2,737-70.8% | $2,471-67.7% |
| Participant deferral / active EE | $366 | $2,768-86.8% | $3,709-90.1% | $3,740-90.2% |
| Admin fee / account holder | $615 | $2,878-78.6% | $3,845-84.0% | $5,306-88.4% |