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 | $78,520-75.4% | $96,576-80.0% | $82,448-76.6% |
| Participation rate | 97.2% | 77.7%+19.5pp | 81.4%+15.8pp | 68.1%+29.2pp |
| Annual return | 17.70% | 41.30%-23.6pp | 38.47%-20.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $867 | $2,630-67.0% | $3,553-75.6% | $2,551-66.0% |
| Participant deferral / active EE | $1,992 | $6,754-70.5% | $7,956-75.0% | $4,139-51.9% |
| Admin fee / account holder | $2,093 | $13,455-84.4% | $11,381-81.6% | $7,234-71.1% |