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 | $7,979 | $95,762-91.7% | $379,746-97.9% | $79,858-90.0% |
| Participation rate | 73.5% | 74.0%-0.5pp | 78.4%-5.0pp | 69.6%+3.8pp |
| Annual return | 17.57% | 18.26%-0.7pp | 34.90%-17.3pp | 31.71%-14.1pp |
| Employer contribution / active EE | $968 | $2,695-64.1% | $3,540-72.6% | $2,471-60.8% |
| Participant deferral / active EE | $1,871 | $4,705-60.2% | $6,024-68.9% | $3,740-50.0% |
| Admin fee / account holder | $2,075 | $6,745-69.2% | $7,927-73.8% | $5,306-60.9% |