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 | $3,624 | $65,395-94.5% | $182,532-98.0% | $72,985-95.0% |
| Participation rate | 95.9% | 65.4%+30.4pp | 78.0%+17.9pp | 69.5%+26.4pp |
| Annual return | 26.36% | 27.68%-1.3pp | 148.54%-122.2pp | 81.00%-54.6pp |
| Employer contribution / active EE | $685 | $1,911-64.2% | $4,076-83.2% | $2,440-71.9% |
| Participant deferral / active EE | $581 | $3,563-83.7% | $5,524-89.5% | $3,607-83.9% |
| Admin fee / account holder | $377 | $4,245-91.1% | $8,592-95.6% | $5,124-92.7% |