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 | $23,152 | $140,588-83.5% | $123,104-81.2% | $125,391-81.5% |
| Participation rate | 95.0% | 88.2%+6.8pp | 86.8%+8.2pp | 83.2%+11.8pp |
| Annual return | 0.21% | 16.80%-16.6pp | 13.22%-13.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,964 | $6,041-67.5% | $5,151-61.9% | $4,866-59.6% |
| Participant deferral / active EE | $1,512 | $6,980-78.3% | $6,230-75.7% | $5,352-71.7% |
| Admin fee / account holder | $8,516 | $11,198-24.0% | $9,015-5.5% | $9,540-10.7% |