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 | $15,312 | $63,355-75.8% | $91,989-83.4% | $72,985-79.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 19.48% | 35.35%-15.9pp | 69.02%-49.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,089 | $2,116-1.3% | $3,452-39.5% | $2,440-14.4% |
| Participant deferral / active EE | $1,692 | $4,883-65.3% | $5,923-71.4% | $3,607-53.1% |
| Admin fee / account holder | $389 | $4,668-91.7% | $7,743-95.0% | $5,124-92.4% |