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 | $12,101 | $65,365-81.5% | $92,893-87.0% | $72,985-83.4% |
| Participation rate | 87.8% | 68.3%+19.5pp | 76.0%+11.8pp | 69.5%+18.3pp |
| Annual return | 20.37% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,983 | $2,594+53.5% | $3,653+9.0% | $2,440+63.3% |
| Participant deferral / active EE | $599 | $3,128-80.8% | $4,236-85.9% | $3,607-83.4% |
| Admin fee / account holder | $3,719 | $4,251-12.5% | $5,794-35.8% | $5,124-27.4% |