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 | $17,386 | $176,812-90.2% | $146,665-88.1% | $167,490-89.6% |
| Participation rate | 95.5% | 83.6%+11.8pp | 80.1%+15.4pp | 82.1%+13.3pp |
| Annual return | 10.94% | 24.03%-13.1pp | 22.74%-11.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,529 | $5,160-70.4% | $4,136-63.0% | $4,837-68.4% |
| Participant deferral / active EE | $937 | $6,440-85.5% | $5,506-83.0% | $6,341-85.2% |
| Admin fee / account holder | $5,439 | $13,259-59.0% | $10,280-47.1% | $12,309-55.8% |