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 | $14,417 | $95,803-85.0% | $113,168-87.3% | $84,808-83.0% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 14.43% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $737 | $2,360-68.8% | $2,975-75.2% | $2,631-72.0% |
| Participant deferral / active EE | $1,761 | $4,242-58.5% | $5,107-65.5% | $4,212-58.2% |
| Admin fee / account holder | $3,596 | $8,989-60.0% | $12,068-70.2% | $7,344-51.0% |