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 | $12,249 | $67,606-81.9% | $82,313-85.1% | $70,131-82.5% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.8pp |
| Annual return | 19.60% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,452 | $1,755-17.3% | $2,428-40.2% | $2,342-38.0% |
| Participant deferral / active EE | $1,216 | $2,987-59.3% | $3,706-67.2% | $3,332-63.5% |
| Admin fee / account holder | $1,444 | $4,512-68.0% | $5,608-74.2% | $4,645-68.9% |