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 | $10,292 | $78,705-86.9% | $117,854-91.3% | $70,131-85.3% |
| Participation rate | 89.7% | 73.2%+16.6pp | 79.7%+10.1pp | 69.5%+20.2pp |
| Annual return | 15.12% | 23.30%-8.2pp | 335.08%-320.0pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,042 | $2,223-53.2% | $3,786-72.5% | $2,342-55.5% |
| Participant deferral / active EE | $771 | $3,297-76.6% | $4,482-82.8% | $3,332-76.9% |
| Admin fee / account holder | $7,695 | $5,065+51.9% | $8,020-4.1% | $4,645+65.6% |