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 | $10,026 | $91,190-89.0% | $178,490-94.4% | $79,858-87.4% |
| Participation rate | 73.5% | 69.2%+4.3pp | 81.9%-8.4pp | 69.6%+3.9pp |
| Annual return | 11.05% | 24.19%-13.1pp | 151.07%-140.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $894 | $3,256-72.5% | $5,011-82.1% | $2,471-63.8% |
| Participant deferral / active EE | $377 | $3,236-88.3% | $5,202-92.7% | $3,740-89.9% |
| Admin fee / account holder | $672 | $6,751-90.0% | $13,984-95.2% | $5,306-87.3% |