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 | $16,367 | $89,355-81.7% | $141,162-88.4% | $72,985-77.6% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.5%+8.6pp | 69.5%+21.6pp |
| Annual return | 23.01% | 111.85%-88.8pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $619 | $3,114-80.1% | $4,735-86.9% | $2,440-74.6% |
| Participant deferral / active EE | $2,297 | $5,418-57.6% | $6,709-65.8% | $3,607-36.3% |
| Admin fee / account holder | $311 | $5,958-94.8% | $10,261-97.0% | $5,124-93.9% |