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 | $21,269 | $80,968-73.7% | $96,544-78.0% | $75,163-71.7% |
| Participation rate | 89.6% | 71.8%+17.8pp | 76.0%+13.6pp | 67.2%+22.4pp |
| Annual return | 14.07% | 27.06%-13.0pp | 25.84%-11.8pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,019 | $2,282-55.4% | $2,965-65.6% | $2,670-61.8% |
| Participant deferral / active EE | $1,279 | $3,928-67.4% | $4,851-73.6% | $4,125-69.0% |
| Admin fee / account holder | $3,920 | $6,724-41.7% | $8,252-52.5% | $5,651-30.6% |