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 | $19,320 | $80,673-76.1% | $101,326-80.9% | $84,808-77.2% |
| Participation rate | 97.2% | 77.8%+19.4pp | 81.5%+15.7pp | 68.3%+28.9pp |
| Annual return | 17.70% | 38.95%-21.3pp | 36.82%-19.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $867 | $2,698-67.9% | $3,665-76.4% | $2,631-67.1% |
| Participant deferral / active EE | $1,992 | $6,840-70.9% | $7,994-75.1% | $4,212-52.7% |
| Admin fee / account holder | $2,093 | $12,784-83.6% | $11,185-81.3% | $7,344-71.5% |