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 | $4,055 | $48,230-91.6% | $67,502-94.0% | $80,856-95.0% |
| Participation rate | 95.6% | 66.4%+29.2pp | 72.9%+22.7pp | 67.6%+27.9pp |
| Annual return | 14.58% | 18.28%-3.7pp | 3512.12%-3497.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $644 | $2,020-68.1% | $2,731-76.4% | $2,755-76.6% |
| Participant deferral / active EE | $506 | $2,924-82.7% | $4,000-87.3% | $4,296-88.2% |
| Admin fee / account holder | $615 | $3,681-83.3% | $3,998-84.6% | $6,918-91.1% |