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 | $19,699 | $214,378-90.8% | $200,582-90.2% | $142,382-86.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 13.72% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,529 | $6,841-77.6% | $6,419-76.2% | $4,299-64.4% |
| Participant deferral / active EE | $1,676 | $9,865-83.0% | $9,331-82.0% | $6,507-74.3% |
| Admin fee / account holder | $3,763 | $17,692-78.7% | $16,305-76.9% | $12,624-70.2% |