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 | $20,624 | $87,037-76.3% | $106,201-80.6% | $80,874-74.5% |
| Participation rate | 72.1% | 70.4%+1.6pp | 75.3%-3.2pp | 67.6%+4.4pp |
| Annual return | 10.32% | 17.05%-6.7pp | 116.26%-105.9pp | 35.62%-25.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,424 | $3,986-64.3% | $5,012-71.6% | $4,297-66.9% |
| Admin fee / account holder | $4,087 | $8,434-51.5% | $11,039-63.0% | $6,935-41.1% |