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 | $9,547 | $85,202-88.8% | $172,739-94.5% | $72,985-86.9% |
| Participation rate | 73.7% | 70.1%+3.6pp | 82.6%-9.0pp | 69.5%+4.2pp |
| Annual return | 18.42% | 27.32%-8.9pp | 802.84%-784.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,272 | $3,324-61.7% | $5,143-75.3% | $2,440-47.8% |
| Participant deferral / active EE | $453 | $3,260-86.1% | $5,198-91.3% | $3,607-87.4% |
| Admin fee / account holder | $1,779 | $5,884-69.8% | $13,954-87.3% | $5,124-65.3% |