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 | $13,074 | $88,583-85.2% | $88,497-85.2% | $273,961-95.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 9.74% | 5.68%+4.1pp | 7.63%+2.1pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,359 | $4,502-47.6% | $4,036-41.6% | $4,869-51.5% |
| Participant deferral / active EE | $4 | $4,891-99.9% | $4,899-99.9% | $5,287-99.9% |
| Admin fee / account holder | $2,277 | $8,980-74.6% | $6,220-63.4% | $10,132-77.5% |