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 | $15,942 | $63,346-74.8% | $92,233-82.7% | $70,131-77.3% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 18.82% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.3pp |
| Employer contribution / active EE | $3,066 | $2,471+24.1% | $3,679-16.7% | $2,342+30.9% |
| Participant deferral / active EE | $1,129 | $2,854-60.4% | $3,897-71.0% | $3,332-66.1% |
| Admin fee / account holder | $654 | $3,840-83.0% | $5,194-87.4% | $4,645-85.9% |