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 | $16,808 | $78,672-78.6% | $109,143-84.6% | $85,850-80.4% |
| Participation rate | 87.5% | 68.3%+19.2pp | 75.9%+11.6pp | 69.3%+18.2pp |
| Annual return | 15.13% | 25.09%-10.0pp | 25.75%-10.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,193 | $2,735-19.8% | $3,722-41.1% | $2,565-14.5% |
| Participant deferral / active EE | $600 | $3,467-82.7% | $4,653-87.1% | $3,952-84.8% |
| Admin fee / account holder | $1,174 | $5,469-78.5% | $6,752-82.6% | $6,260-81.2% |