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 | $24,059 | $138,347-82.6% | $184,203-86.9% | $80,856-70.2% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 12.96% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,716 | $4,850-64.6% | $6,427-73.3% | $2,755-37.7% |
| Participant deferral / active EE | $1,952 | $7,071-72.4% | $9,131-78.6% | $4,296-54.6% |
| Admin fee / account holder | $763 | $10,483-92.7% | $13,901-94.5% | $6,918-89.0% |