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 | $11,719 | $49,177-76.2% | $79,464-85.3% | $64,186-81.7% |
| Participation rate | 87.9% | 65.0%+22.8pp | 73.3%+14.5pp | 69.6%+18.3pp |
| Annual return | 6.07% | -1.16%+7.2pp | 718.14%-712.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $583 | $2,076-71.9% | $2,800-79.2% | $2,381-75.5% |
| Participant deferral / active EE | $274 | $2,821-90.3% | $3,704-92.6% | $3,470-92.1% |
| Admin fee / account holder | $1,820 | $3,839-52.6% | $5,113-64.4% | $4,888-62.8% |