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 | $9,794 | $54,762-82.1% | $90,281-89.2% | $72,985-86.6% |
| Participation rate | 74.0% | 65.1%+8.9pp | 73.3%+0.7pp | 69.5%+4.5pp |
| Annual return | 20.90% | 30.63%-9.7pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $516 | $2,887-82.1% | $3,885-86.7% | $3,607-85.7% |
| Admin fee / account holder | $656 | $3,972-83.5% | $5,351-87.7% | $5,124-87.2% |