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 | $20,635 | $78,705-73.8% | $117,854-82.5% | $70,131-70.6% |
| Participation rate | 74.1% | 73.2%+0.9pp | 79.7%-5.5pp | 69.5%+4.6pp |
| Annual return | 15.87% | 23.30%-7.4pp | 335.08%-319.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $581 | $2,223-73.9% | $3,786-84.6% | $2,342-75.2% |
| Participant deferral / active EE | $1,110 | $3,297-66.3% | $4,482-75.2% | $3,332-66.7% |
| Admin fee / account holder | $817 | $5,065-83.9% | $8,020-89.8% | $4,645-82.4% |