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 | $10,066 | $91,190-89.0% | $178,490-94.4% | $79,858-87.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.30% | 24.19%-13.9pp | 151.07%-140.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,158 | $3,256-33.7% | $5,011-56.9% | $2,471-12.7% |
| Participant deferral / active EE | $645 | $3,236-80.1% | $5,202-87.6% | $3,740-82.8% |
| Admin fee / account holder | $3,012 | $6,751-55.4% | $13,984-78.5% | $5,306-43.2% |