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 | $13,122 | $78,422-83.3% | $95,952-86.3% | $79,858-83.6% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 13.18% | 19.37%-6.2pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,660 | $1,945-14.7% | $2,541-34.7% | $2,471-32.8% |
| Participant deferral / active EE | $931 | $3,440-72.9% | $4,167-77.7% | $3,740-75.1% |
| Admin fee / account holder | $970 | $5,622-82.7% | $6,795-85.7% | $5,306-81.7% |