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 | $13,505 | $73,933-81.7% | $96,683-86.0% | $75,163-82.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.08% | 26.70%-12.6pp | 35.69%-21.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $753 | $2,928-74.3% | $3,737-79.8% | $2,670-71.8% |
| Participant deferral / active EE | $689 | $3,659-81.2% | $4,878-85.9% | $4,125-83.3% |
| Admin fee / account holder | $926 | $5,216-82.2% | $6,730-86.2% | $5,651-83.6% |