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 | $27,544 | $86,929-68.3% | $102,423-73.1% | $80,856-65.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.83% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $961 | $2,369-59.4% | $3,023-68.2% | $2,755-65.1% |
| Participant deferral / active EE | $1,691 | $4,118-58.9% | $5,053-66.5% | $4,296-60.6% |
| Admin fee / account holder | $2,647 | $8,049-67.1% | $9,451-72.0% | $6,918-61.7% |