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 | $9,478 | $76,367-87.6% | $93,606-89.9% | $72,985-87.0% |
| Participation rate | 81.6% | 71.7%+9.8pp | 75.8%+5.8pp | 69.5%+12.1pp |
| Annual return | 22.07% | 25.82%-3.7pp | 32.76%-10.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,591 | $2,275-30.1% | $2,718-41.5% | $2,440-34.8% |
| Participant deferral / active EE | $929 | $3,538-73.7% | $4,069-77.2% | $3,607-74.2% |
| Admin fee / account holder | $1,286 | $6,838-81.2% | $7,888-83.7% | $5,124-74.9% |