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 | $12,737 | $85,202-85.1% | $172,739-92.6% | $72,985-82.5% |
| Participation rate | 74.1% | 70.1%+4.1pp | 82.6%-8.5pp | 69.5%+4.7pp |
| Annual return | 21.41% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $615 | $3,324-81.5% | $5,143-88.0% | $2,440-74.8% |
| Participant deferral / active EE | $724 | $3,260-77.8% | $5,198-86.1% | $3,607-79.9% |
| Admin fee / account holder | $2,632 | $5,884-55.3% | $13,954-81.1% | $5,124-48.6% |