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 | $24,180 | $86,929-72.2% | $102,423-76.4% | $80,856-70.1% |
| Participation rate | 93.2% | 72.4%+20.8pp | 76.5%+16.7pp | 67.6%+25.6pp |
| Annual return | 17.92% | 18.88%-1.0pp | 29.32%-11.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,142 | $2,369-51.8% | $3,023-62.2% | $2,755-58.5% |
| Participant deferral / active EE | $1,232 | $4,118-70.1% | $5,053-75.6% | $4,296-71.3% |
| Admin fee / account holder | $3,121 | $8,049-61.2% | $9,451-67.0% | $6,918-54.9% |