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 | $27,402 | $125,758-78.2% | $169,993-83.9% | $75,163-63.5% |
| Participation rate | 73.4% | 83.6%-10.2pp | 87.0%-13.6pp | 67.2%+6.2pp |
| Annual return | 21.84% | 27.20%-5.4pp | 53.37%-31.5pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,637 | $4,615-64.5% | $6,785-75.9% | $2,670-38.7% |
| Participant deferral / active EE | $2,761 | $6,837-59.6% | $10,408-73.5% | $4,125-33.1% |
| Admin fee / account holder | $2,434 | $8,173-70.2% | $12,815-81.0% | $5,651-56.9% |