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 5-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 | $14,589 | $95,453-84.7% | $112,040-87.0% | $82,448-82.3% |
| Participation rate | 78.3% | 72.8%+5.5pp | 76.5%+1.8pp | 68.1%+10.2pp |
| Annual return | 15.99% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,597 | $2,318-31.1% | $2,954-45.9% | $2,551-37.4% |
| Participant deferral / active EE | $1,865 | $4,224-55.8% | $5,098-63.4% | $4,139-54.9% |
| Admin fee / account holder | $3,257 | $9,013-63.9% | $12,098-73.1% | $7,234-55.0% |