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 | $14,821 | $76,552-80.6% | $123,892-88.0% | $62,891-76.4% |
| Participation rate | 77.2% | 73.0%+4.2pp | 81.4%-4.2pp | 69.3%+7.9pp |
| Annual return | 10.83% | 18.68%-7.8pp | 47.52%-36.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,812 | $2,883-37.2% | $4,617-60.8% | $2,281-20.6% |
| Participant deferral / active EE | $1,809 | $4,840-62.6% | $5,984-69.8% | $3,203-43.5% |
| Admin fee / account holder | $469 | $4,826-90.3% | $8,357-94.4% | $4,296-89.1% |