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 | $13,507 | $56,054-75.9% | $171,082-92.1% | $62,891-78.5% |
| Participation rate | 93.8% | 62.9%+30.9pp | 76.7%+17.1pp | 69.3%+24.4pp |
| Annual return | 7.98% | 22.52%-14.5pp | 32.56%-24.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $729 | $1,731-57.9% | $4,002-81.8% | $2,281-68.0% |
| Participant deferral / active EE | $392 | $3,158-87.6% | $4,797-91.8% | $3,203-87.8% |
| Admin fee / account holder | $806 | $3,647-77.9% | $8,520-90.5% | $4,296-81.2% |