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 | $16,646 | $72,277-77.0% | $101,248-83.6% | $79,858-79.2% |
| Participation rate | 78.8% | 68.5%+10.3pp | 75.8%+2.9pp | 69.6%+9.1pp |
| Annual return | 17.40% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,542 | $2,692+31.6% | $3,660-3.2% | $2,471+43.4% |
| Participant deferral / active EE | $391 | $3,282-88.1% | $4,370-91.0% | $3,740-89.5% |
| Admin fee / account holder | $1,023 | $4,400-76.7% | $5,945-82.8% | $5,306-80.7% |