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 | $25,004 | $78,422-68.1% | $95,952-73.9% | $79,858-68.7% |
| Participation rate | 76.3% | 73.5%+2.8pp | 77.1%-0.8pp | 69.6%+6.7pp |
| Annual return | 16.40% | 19.37%-3.0pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $775 | $1,945-60.2% | $2,541-69.5% | $2,471-68.6% |
| Participant deferral / active EE | $1,210 | $3,440-64.8% | $4,167-71.0% | $3,740-67.6% |
| Admin fee / account holder | $1,042 | $5,622-81.5% | $6,795-84.7% | $5,306-80.4% |