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 | $19,532 | $72,177-72.9% | $115,037-83.0% | $59,632-67.2% |
| Participation rate | 83.5% | 72.6%+11.0pp | 81.4%+2.2pp | 68.7%+14.9pp |
| Annual return | 1.75% | 12.02%-10.3pp | 26.14%-24.4pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $567 | $2,841-80.0% | $4,608-87.7% | $2,203-74.2% |
| Participant deferral / active EE | $1,962 | $4,783-59.0% | $6,026-67.4% | $3,192-38.5% |
| Admin fee / account holder | $372 | $4,927-92.4% | $8,175-95.4% | $4,297-91.3% |