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 | $32,980 | $105,856-68.8% | $285,549-88.5% | $116,875-71.8% |
| Participation rate | 76.7% | 68.4%+8.3pp | 83.2%-6.5pp | 74.5%+2.1pp |
| Annual return | 12.48% | 16.47%-4.0pp | 7.15%+5.3pp | 16.29%-3.8pp |
| Employer contribution / active EE | $924 | $2,968-68.9% | $5,022-81.6% | $3,288-71.9% |
| Participant deferral / active EE | $1,348 | $2,757-51.1% | $4,549-70.4% | $3,885-65.3% |
| Admin fee / account holder | $2,780 | $7,416-62.5% | $13,934-80.0% | $12,263-77.3% |