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 | $18,177 | $93,373-80.5% | $152,466-88.1% | $85,850-78.8% |
| Participation rate | 81.5% | 70.1%+11.4pp | 78.2%+3.3pp | 69.3%+12.2pp |
| Annual return | 15.98% | 21.84%-5.9pp | 757.33%-741.3pp | 318.53%-302.6pp |
| Employer contribution / active EE | $861 | $2,996-71.3% | $4,327-80.1% | $2,565-66.4% |
| Participant deferral / active EE | $697 | $4,550-84.7% | $5,820-88.0% | $3,952-82.4% |
| Admin fee / account holder | $925 | $13,853-93.3% | $15,805-94.1% | $6,260-85.2% |