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 | $10,055 | $110,257-90.9% | $96,544-89.6% | $139,434-92.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 13.39% | 26.32%-12.9pp | 25.84%-12.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,288 | $3,620-36.8% | $2,965-22.8% | $4,751-51.8% |
| Participant deferral / active EE | $411 | $5,548-92.6% | $4,851-91.5% | $6,710-93.9% |
| Admin fee / account holder | $3,012 | $11,591-74.0% | $8,252-63.5% | $11,403-73.6% |