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 | $9,940 | $57,354-82.7% | $83,848-88.1% | $64,186-84.5% |
| Participation rate | 97.3% | 68.6%+28.7pp | 76.1%+21.2pp | 69.6%+27.7pp |
| Annual return | 5.99% | 11.38%-5.4pp | 850.88%-844.9pp | 7.63%-1.6pp |
| Employer contribution / active EE | $3,932 | $2,545+54.5% | $3,631+8.3% | $2,381+65.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,393 | $4,046-40.8% | $5,478-56.3% | $4,888-51.0% |