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 | $14,941 | $140,588-89.4% | $123,104-87.9% | $125,391-88.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.80% | 16.80%-19.6pp | 13.22%-16.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,832 | $6,041-69.7% | $5,151-64.4% | $4,866-62.4% |
| Participant deferral / active EE | $860 | $6,980-87.7% | $6,230-86.2% | $5,352-83.9% |
| Admin fee / account holder | $2,774 | $11,198-75.2% | $9,015-69.2% | $9,540-70.9% |