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 | $10,571 | $100,041-89.4% | $149,718-92.9% | $70,131-84.9% |
| Participation rate | 74.1% | 83.6%-9.5pp | 87.1%-13.0pp | 69.5%+4.5pp |
| Annual return | 26.96% | 27.43%-0.5pp | 1501.63%-1474.7pp | 73.14%-46.2pp |
| Employer contribution / active EE | $1,091 | $3,662-70.2% | $5,445-80.0% | $2,342-53.4% |
| Participant deferral / active EE | $2,270 | $4,983-54.4% | $6,569-65.4% | $3,332-31.9% |
| Admin fee / account holder | $334 | $8,286-96.0% | $11,283-97.0% | $4,645-92.8% |