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 | $15,206 | $60,349-74.8% | $74,183-79.5% | $62,891-75.8% |
| Participation rate | 94.0% | 72.7%+21.3pp | 76.6%+17.4pp | 69.3%+24.7pp |
| Annual return | 8.25% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $676 | $1,680-59.7% | $2,370-71.5% | $2,281-70.3% |
| Participant deferral / active EE | $681 | $2,856-76.2% | $3,550-80.8% | $3,203-78.8% |
| Admin fee / account holder | $888 | $4,261-79.2% | $5,586-84.1% | $4,296-79.3% |