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 | $17,844 | $70,475-74.7% | $100,516-82.2% | $79,858-77.7% |
| Participation rate | 80.0% | 73.7%+6.3pp | 79.4%+0.6pp | 69.6%+10.4pp |
| Annual return | 15.86% | 21.90%-6.0pp | 30.89%-15.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $697 | $2,165-67.8% | $3,418-79.6% | $2,471-71.8% |
| Participant deferral / active EE | $920 | $5,181-82.2% | $6,270-85.3% | $3,740-75.4% |
| Admin fee / account holder | $559 | $4,478-87.5% | $8,081-93.1% | $5,306-89.5% |