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 | $18,409 | $89,753-79.5% | $107,525-82.9% | $84,808-78.3% |
| Participation rate | 84.2% | 68.1%+16.1pp | 75.1%+9.1pp | 68.3%+15.9pp |
| Annual return | 13.58% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,029 | $3,113-2.7% | $3,754-19.3% | $2,631+15.1% |
| Participant deferral / active EE | $1,120 | $4,056-72.4% | $5,116-78.1% | $4,212-73.4% |
| Admin fee / account holder | $5,644 | $7,222-21.9% | $8,919-36.7% | $7,344-23.1% |