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 | $39,959 | $123,793-67.7% | $177,821-77.5% | $79,858-50.0% |
| Participation rate | 84.0% | 84.7%-0.7pp | 87.7%-3.7pp | 69.6%+14.4pp |
| Annual return | 12.16% | 22.82%-10.7pp | 48.32%-36.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,709 | $4,095-58.3% | $5,918-71.1% | $2,471-30.8% |
| Participant deferral / active EE | $2,100 | $5,956-64.7% | $7,714-72.8% | $3,740-43.8% |
| Admin fee / account holder | $2,275 | $7,243-68.6% | $12,427-81.7% | $5,306-57.1% |