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 | $28,383 | $83,477-66.0% | $125,175-77.3% | $72,985-61.1% |
| Participation rate | 84.2% | 73.3%+10.9pp | 79.8%+4.4pp | 69.5%+14.7pp |
| Annual return | 17.72% | 25.78%-8.1pp | 43.79%-26.1pp | 81.00%-63.3pp |
| Employer contribution / active EE | $659 | $2,345-71.9% | $3,865-82.9% | $2,440-73.0% |
| Participant deferral / active EE | $1,315 | $3,585-63.3% | $4,937-73.4% | $3,607-63.5% |
| Admin fee / account holder | $1,000 | $5,517-81.9% | $9,702-89.7% | $5,124-80.5% |