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 | $20,856 | $136,307-84.7% | $106,619-80.4% | $273,961-92.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 78.0%+2.0pp | 83.0%-3.0pp |
| Annual return | 6.89% | 11.05%-4.2pp | 9.42%-2.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,231 | $5,190-76.3% | $3,947-68.8% | $4,869-74.7% |
| Participant deferral / active EE | $618 | $4,969-87.6% | $3,930-84.3% | $5,287-88.3% |
| Admin fee / account holder | $2,389 | $8,625-72.3% | $6,418-62.8% | $10,132-76.4% |