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 | $17,429 | $91,552-81.0% | $133,956-87.0% | $79,858-78.2% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.7pp |
| Annual return | 13.87% | 61.85%-48.0pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $595 | $2,384-75.0% | $3,919-84.8% | $2,471-75.9% |
| Participant deferral / active EE | $1,375 | $3,733-63.2% | $5,048-72.8% | $3,740-63.2% |
| Admin fee / account holder | $861 | $6,321-86.4% | $8,927-90.4% | $5,306-83.8% |