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 | $20,479 | $67,606-69.7% | $82,313-75.1% | $70,131-70.8% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.4pp | 69.5%+24.7pp |
| Annual return | 20.96% | 21.57%-0.6pp | 25.88%-4.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $824 | $1,755-53.1% | $2,428-66.1% | $2,342-64.8% |
| Participant deferral / active EE | $622 | $2,987-79.2% | $3,706-83.2% | $3,332-81.3% |
| Admin fee / account holder | $2,449 | $4,512-45.7% | $5,608-56.3% | $4,645-47.3% |