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 | $10,797 | $45,152-76.1% | $73,843-85.4% | $59,632-81.9% |
| Participation rate | 92.0% | 64.0%+28.0pp | 73.4%+18.6pp | 68.7%+23.3pp |
| Annual return | 4.57% | 27.40%-22.8pp | 2267.84%-2263.3pp | 2041.28%-2036.7pp |
| Employer contribution / active EE | $1,533 | $1,902-19.4% | $2,787-45.0% | $2,203-30.4% |
| Participant deferral / active EE | $544 | $2,574-78.9% | $3,583-84.8% | $3,192-83.0% |
| Admin fee / account holder | $1,370 | $3,516-61.0% | $4,880-71.9% | $4,297-68.1% |