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 | $22,923 | $72,492-68.4% | $87,100-73.7% | $72,985-68.6% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 20.63% | 24.46%-3.8pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,053 | $1,894-44.4% | $2,521-58.2% | $2,440-56.9% |
| Participant deferral / active EE | $843 | $3,270-74.2% | $4,049-79.2% | $3,607-76.6% |
| Admin fee / account holder | $4,665 | $5,055-7.7% | $7,497-37.8% | $5,124-9.0% |