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 | $9,862 | $87,540-88.7% | $75,781-87.0% | $125,391-92.1% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | 4.08% | 13.48%-9.4pp | 9.68%-5.6pp | 282.22%-278.1pp |
| Employer contribution / active EE | $3,990 | $3,930+1.5% | $3,323+20.1% | $4,866-18.0% |
| Participant deferral / active EE | $952 | $4,229-77.5% | $3,651-73.9% | $5,352-82.2% |
| Admin fee / account holder | $1,069 | $6,502-83.6% | $5,299-79.8% | $9,540-88.8% |