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 | $10,411 | $73,933-85.9% | $96,683-89.2% | $75,163-86.1% |
| Participation rate | 80.8% | 66.4%+14.3pp | 74.3%+6.4pp | 67.2%+13.6pp |
| Annual return | 13.95% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,774 | $2,928+28.9% | $3,737+1.0% | $2,670+41.4% |
| Participant deferral / active EE | $1,118 | $3,659-69.4% | $4,878-77.1% | $4,125-72.9% |
| Admin fee / account holder | $4,524 | $5,216-13.3% | $6,730-32.8% | $5,651-19.9% |