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 | $22,791 | $109,359-79.2% | $162,163-85.9% | $72,985-68.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.81% | 25.46%-0.7pp | 115.59%-90.8pp | 81.00%-56.2pp |
| Employer contribution / active EE | $3,023 | $3,907-22.6% | $5,614-46.1% | $2,440+23.9% |
| Participant deferral / active EE | $2,531 | $5,481-53.8% | $7,298-65.3% | $3,607-29.8% |
| Admin fee / account holder | $1,100 | $7,972-86.2% | $10,843-89.9% | $5,124-78.5% |