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 | $17,885 | $79,944-77.6% | $98,439-81.8% | $75,163-76.2% |
| Participation rate | 72.7% | 70.4%+2.4pp | 75.2%-2.4pp | 67.2%+5.5pp |
| Annual return | 18.18% | 19.75%-1.6pp | 21.16%-3.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,937 | $2,264-14.4% | $3,048-36.5% | $2,670-27.4% |
| Participant deferral / active EE | $1,308 | $3,752-65.1% | $4,738-72.4% | $4,125-68.3% |
| Admin fee / account holder | $3,741 | $6,840-45.3% | $8,948-58.2% | $5,651-33.8% |