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 | $6,460 | $77,634-91.7% | $156,549-95.9% | $62,891-89.7% |
| Participation rate | 81.6% | 71.2%+10.4pp | 84.0%-2.4pp | 69.3%+12.3pp |
| Annual return | 9.37% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $866 | $3,444-74.8% | $5,501-84.2% | $2,281-62.0% |
| Participant deferral / active EE | $251 | $3,045-91.8% | $4,871-94.9% | $3,203-92.2% |
| Admin fee / account holder | $1,084 | $5,561-80.5% | $13,027-91.7% | $4,296-74.8% |