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 | $19,657 | $58,828-66.6% | $77,999-74.8% | $62,891-68.7% |
| Participation rate | 90.2% | 71.1%+19.1pp | 75.5%+14.7pp | 69.3%+20.9pp |
| Annual return | 5.69% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,059 | $1,672-36.7% | $2,470-57.1% | $2,281-53.6% |
| Participant deferral / active EE | $1,101 | $2,686-59.0% | $3,497-68.5% | $3,203-65.6% |
| Admin fee / account holder | $3,117 | $4,393-29.0% | $5,480-43.1% | $4,296-27.4% |