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 | $12,816 | $84,233-84.8% | $170,442-92.5% | $70,131-81.7% |
| Participation rate | 97.7% | 70.8%+26.8pp | 83.6%+14.1pp | 69.5%+28.1pp |
| Annual return | 13.85% | 23.06%-9.2pp | 205.93%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $5,456 | $3,387+61.1% | $5,433+0.4% | $2,342+132.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,803 | $5,698-50.8% | $13,880-79.8% | $4,645-39.7% |