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 | $4,326 | $53,018-91.8% | $70,014-93.8% | $62,891-93.1% |
| Participation rate | 88.1% | 67.2%+20.9pp | 71.8%+16.3pp | 69.3%+18.8pp |
| Annual return | 10.69% | 13.35%-2.7pp | 12.99%-2.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,434 | $1,799-20.3% | $2,338-38.7% | $2,281-37.1% |
| Participant deferral / active EE | $830 | $2,395-65.3% | $2,931-71.7% | $3,203-74.1% |
| Admin fee / account holder | $356 | $3,690-90.4% | $4,380-91.9% | $4,296-91.7% |