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 | $16,562 | $80,968-79.5% | $96,544-82.8% | $75,163-78.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.98% | 27.06%-14.1pp | 25.84%-12.9pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,006 | $2,282-55.9% | $2,965-66.1% | $2,670-62.3% |
| Participant deferral / active EE | $1,246 | $3,928-68.3% | $4,851-74.3% | $4,125-69.8% |
| Admin fee / account holder | $1,289 | $6,724-80.8% | $8,252-84.4% | $5,651-77.2% |