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 | $16,741 | $76,552-78.1% | $123,892-86.5% | $62,891-73.4% |
| Participation rate | 87.1% | 73.0%+14.1pp | 81.4%+5.7pp | 69.3%+17.8pp |
| Annual return | 7.04% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,223 | $2,883-57.6% | $4,617-73.5% | $2,281-46.4% |
| Participant deferral / active EE | $1,449 | $4,840-70.1% | $5,984-75.8% | $3,203-54.8% |
| Admin fee / account holder | $757 | $4,826-84.3% | $8,357-90.9% | $4,296-82.4% |