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 | $26,897 | $95,803-71.9% | $113,168-76.2% | $84,808-68.3% |
| Participation rate | 81.4% | 72.9%+8.5pp | 76.6%+4.8pp | 68.3%+13.1pp |
| Annual return | 13.01% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,119 | $2,360+32.2% | $2,975+4.8% | $2,631+18.5% |
| Participant deferral / active EE | $785 | $4,242-81.5% | $5,107-84.6% | $4,212-81.4% |
| Admin fee / account holder | $11,763 | $8,989+30.9% | $12,068-2.5% | $7,344+60.2% |