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 | $6,329 | $48,046-86.8% | $84,611-92.5% | $72,985-91.3% |
| Participation rate | 97.3% | 57.6%+39.8pp | 68.2%+29.1pp | 69.5%+27.8pp |
| Annual return | 18.83% | 37.38%-18.6pp | 258.74%-239.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $5,547 | $1,602+246.3% | $2,652+109.2% | $2,440+127.3% |
| Participant deferral / active EE | $134 | $2,680-95.0% | $3,899-96.6% | $3,607-96.3% |
| Admin fee / account holder | $3,346 | $3,395-1.4% | $4,912-31.9% | $5,124-34.7% |