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 | $13,990 | $91,552-84.7% | $133,956-89.6% | $79,858-82.5% |
| Participation rate | 90.2% | 73.3%+16.8pp | 79.8%+10.4pp | 69.6%+20.6pp |
| Annual return | 10.51% | 61.85%-51.3pp | 45.09%-34.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,040 | $2,384-56.4% | $3,919-73.5% | $2,471-57.9% |
| Participant deferral / active EE | $1,470 | $3,733-60.6% | $5,048-70.9% | $3,740-60.7% |
| Admin fee / account holder | $2,762 | $6,321-56.3% | $8,927-69.1% | $5,306-48.0% |