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 | $19,139 | $81,460-76.5% | $103,333-81.5% | $80,856-76.3% |
| Participation rate | 92.2% | 66.8%+25.3pp | 74.5%+17.7pp | 67.6%+24.5pp |
| Annual return | 12.69% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,464 | $3,105-20.6% | $3,868-36.3% | $2,755-10.5% |
| Participant deferral / active EE | $700 | $3,869-81.9% | $5,057-86.2% | $4,296-83.7% |
| Admin fee / account holder | $1,367 | $6,566-79.2% | $8,355-83.6% | $6,918-80.2% |