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 | $6,083 | $48,076-87.3% | $78,689-92.3% | $62,891-90.3% |
| Participation rate | 97.2% | 65.2%+32.0pp | 73.6%+23.7pp | 69.3%+27.9pp |
| Annual return | 9.31% | 31.35%-22.0pp | 62.18%-52.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $329 | $2,015-83.7% | $2,851-88.5% | $2,281-85.6% |
| Participant deferral / active EE | $730 | $2,588-71.8% | $3,517-79.2% | $3,203-77.2% |
| Admin fee / account holder | $849 | $3,207-73.5% | $4,510-81.2% | $4,296-80.2% |