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 | $5,635 | $58,879-90.4% | $178,490-96.8% | $73,488-92.3% |
| Participation rate | 71.3% | 66.2%+5.1pp | 81.9%-10.6pp | 70.7%+0.6pp |
| Annual return | 12.77% | 24.86%-12.1pp | 151.07%-138.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $370 | $2,236-83.5% | $5,011-92.6% | $2,270-83.7% |
| Participant deferral / active EE | $740 | $2,567-71.2% | $5,202-85.8% | $3,740-80.2% |
| Admin fee / account holder | $329 | $400-17.9% | $13,984-97.7% | $513-36.0% |