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 | $7,373 | $59,101-87.5% | $77,163-90.4% | $75,163-90.2% |
| Participation rate | 79.6% | 63.9%+15.8pp | 69.6%+10.1pp | 67.2%+12.4pp |
| Annual return | 15.75% | 26.71%-11.0pp | 37.87%-22.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,481 | $1,995-25.7% | $2,535-41.6% | $2,670-44.5% |
| Participant deferral / active EE | $784 | $2,999-73.9% | $3,833-79.5% | $4,125-81.0% |
| Admin fee / account holder | $17,587 | $4,774+268.4% | $5,472+221.4% | $5,651+211.2% |