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 | $13,136 | $65,365-79.9% | $92,893-85.9% | $72,985-82.0% |
| Participation rate | 94.2% | 68.3%+25.9pp | 76.0%+18.2pp | 69.5%+24.7pp |
| Annual return | 17.33% | 42.10%-24.8pp | 109.41%-92.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,256 | $2,594-51.6% | $3,653-65.6% | $2,440-48.5% |
| Participant deferral / active EE | $456 | $3,128-85.4% | $4,236-89.2% | $3,607-87.4% |
| Admin fee / account holder | $807 | $4,251-81.0% | $5,794-86.1% | $5,124-84.3% |