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 | $18,224 | $83,477-78.2% | $125,175-85.4% | $72,985-75.0% |
| Participation rate | 79.3% | 73.3%+6.0pp | 79.8%-0.4pp | 69.5%+9.9pp |
| Annual return | 17.27% | 25.78%-8.5pp | 43.79%-26.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $644 | $2,345-72.6% | $3,865-83.4% | $2,440-73.6% |
| Participant deferral / active EE | $846 | $3,585-76.4% | $4,937-82.9% | $3,607-76.6% |
| Admin fee / account holder | $2,110 | $5,517-61.8% | $9,702-78.3% | $5,124-58.8% |