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 | $10,905 | $77,634-86.0% | $156,549-93.0% | $62,891-82.7% |
| Participation rate | 93.9% | 71.2%+22.7pp | 84.0%+9.9pp | 69.3%+24.6pp |
| Annual return | 28.31% | 50.32%-22.0pp | 32.23%-3.9pp | 20.14%+8.2pp |
| Employer contribution / active EE | $1,505 | $3,444-56.3% | $5,501-72.6% | $2,281-34.0% |
| Participant deferral / active EE | $447 | $3,045-85.3% | $4,871-90.8% | $3,203-86.0% |
| Admin fee / account holder | $321 | $5,561-94.2% | $13,027-97.5% | $4,296-92.5% |