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 | $11,542 | $64,348-82.1% | $90,160-87.2% | $70,131-83.5% |
| Participation rate | 94.9% | 70.4%+24.4pp | 76.9%+18.0pp | 69.5%+25.3pp |
| Annual return | 15.04% | 28.13%-13.1pp | 34.88%-19.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,193 | $2,046-41.7% | $3,318-64.1% | $2,342-49.1% |
| Participant deferral / active EE | $1,599 | $4,389-63.6% | $5,288-69.8% | $3,332-52.0% |
| Admin fee / account holder | $470 | $3,944-88.1% | $5,943-92.1% | $4,645-89.9% |