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 | $12,633 | $83,477-84.9% | $125,175-89.9% | $72,985-82.7% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.5%+22.8pp |
| Annual return | 24.18% | 25.78%-1.6pp | 43.79%-19.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $649 | $2,345-72.3% | $3,865-83.2% | $2,440-73.4% |
| Participant deferral / active EE | $1,469 | $3,585-59.0% | $4,937-70.2% | $3,607-59.3% |
| Admin fee / account holder | $4,356 | $5,517-21.0% | $9,702-55.1% | $5,124-15.0% |