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 | $30,938 | $109,413-71.7% | $156,263-80.2% | $84,808-63.5% |
| Participation rate | 95.6% | 72.7%+22.9pp | 78.9%+16.7pp | 68.3%+27.3pp |
| Annual return | 12.93% | 20.18%-7.2pp | 59.47%-46.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,941 | $2,907+1.2% | $4,333-32.1% | $2,631+11.8% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $651 | $9,357-93.0% | $14,255-95.4% | $7,344-91.1% |