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 | $16,141 | $65,365-75.3% | $92,893-82.6% | $72,985-77.9% |
| Participation rate | 89.7% | 68.3%+21.3pp | 76.0%+13.7pp | 69.5%+20.2pp |
| Annual return | 16.35% | 42.10%-25.8pp | 109.41%-93.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $742 | $2,594-71.4% | $3,653-79.7% | $2,440-69.6% |
| Participant deferral / active EE | $1,188 | $3,128-62.0% | $4,236-72.0% | $3,607-67.1% |
| Admin fee / account holder | $1,048 | $4,251-75.4% | $5,794-81.9% | $5,124-79.6% |