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 | $5,963 | $76,000-92.2% | $154,107-96.1% | $64,186-90.7% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | 9.19% | 30.32%-21.1pp | 735.12%-725.9pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,870 | $3,351-44.2% | $5,298-64.7% | $2,381-21.5% |
| Participant deferral / active EE | $639 | $3,175-79.9% | $5,081-87.4% | $3,470-81.6% |
| Admin fee / account holder | $823 | $5,596-85.3% | $13,411-93.9% | $4,888-83.2% |