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 | $33,521 | $95,803-65.0% | $113,168-70.4% | $84,808-60.5% |
| Participation rate | 95.4% | 72.9%+22.5pp | 76.6%+18.8pp | 68.3%+27.1pp |
| Annual return | 16.47% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $937 | $2,360-60.3% | $2,975-68.5% | $2,631-64.4% |
| Participant deferral / active EE | $1,878 | $4,242-55.7% | $5,107-63.2% | $4,212-55.4% |
| Admin fee / account holder | $2,417 | $8,989-73.1% | $12,068-80.0% | $7,344-67.1% |