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 | $9,641 | $84,233-88.6% | $170,442-94.3% | $70,131-86.3% |
| Participation rate | 82.4% | 70.8%+11.5pp | 83.6%-1.2pp | 69.5%+12.8pp |
| Annual return | 13.33% | 23.06%-9.7pp | 205.93%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,044 | $3,387-69.2% | $5,433-80.8% | $2,342-55.4% |
| Participant deferral / active EE | $837 | $3,086-72.9% | $4,939-83.1% | $3,332-74.9% |
| Admin fee / account holder | $1,414 | $5,698-75.2% | $13,880-89.8% | $4,645-69.6% |