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 | $10,286 | $48,076-78.6% | $78,689-86.9% | $62,891-83.6% |
| Participation rate | 84.8% | 65.2%+19.6pp | 73.6%+11.2pp | 69.3%+15.5pp |
| Annual return | 7.67% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $400 | $2,015-80.1% | $2,851-86.0% | $2,281-82.5% |
| Participant deferral / active EE | $311 | $2,588-88.0% | $3,517-91.2% | $3,203-90.3% |
| Admin fee / account holder | $1,339 | $3,207-58.2% | $4,510-70.3% | $4,296-68.8% |