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 | $15,267 | $103,376-85.2% | $87,100-82.5% | $152,861-90.0% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.9%-4.6pp | 82.4%-10.2pp |
| Annual return | 21.51% | 28.10%-6.6pp | 28.19%-6.7pp | 345.32%-323.8pp |
| Employer contribution / active EE | $913 | $3,220-71.7% | $2,521-63.8% | $4,762-80.8% |
| Participant deferral / active EE | $1,224 | $4,778-74.4% | $4,049-69.8% | $5,850-79.1% |
| Admin fee / account holder | $1,080 | $12,205-91.2% | $7,497-85.6% | $11,596-90.7% |