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 | $24,420 | $72,492-66.3% | $87,100-72.0% | $72,985-66.5% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 21.41% | 24.46%-3.0pp | 28.19%-6.8pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,221 | $1,894-35.6% | $2,521-51.6% | $2,440-50.0% |
| Participant deferral / active EE | $607 | $3,270-81.4% | $4,049-85.0% | $3,607-83.2% |
| Admin fee / account holder | $6,100 | $5,055+20.7% | $7,497-18.6% | $5,124+19.0% |