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 | $13,200 | $109,359-87.9% | $162,163-91.9% | $72,985-81.9% |
| Participation rate | 89.2% | 84.3%+4.9pp | 87.6%+1.6pp | 69.5%+19.7pp |
| Annual return | 21.02% | 25.46%-4.4pp | 115.59%-94.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,365 | $3,907-65.1% | $5,614-75.7% | $2,440-44.1% |
| Participant deferral / active EE | $1,745 | $5,481-68.2% | $7,298-76.1% | $3,607-51.6% |
| Admin fee / account holder | $468 | $7,972-94.1% | $10,843-95.7% | $5,124-90.9% |