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 | $11,682 | $63,346-81.6% | $92,233-87.3% | $70,131-83.3% |
| Participation rate | 71.8% | 68.7%+3.2pp | 76.5%-4.6pp | 69.5%+2.3pp |
| Annual return | 15.01% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,368 | $2,471-44.6% | $3,679-62.8% | $2,342-41.6% |
| Participant deferral / active EE | $670 | $2,854-76.5% | $3,897-82.8% | $3,332-79.9% |
| Admin fee / account holder | $2,061 | $3,840-46.3% | $5,194-60.3% | $4,645-55.6% |