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 | $20,303 | $72,492-72.0% | $87,100-76.7% | $72,985-72.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.26% | 24.46%-5.2pp | 28.19%-8.9pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,034 | $1,894-45.4% | $2,521-59.0% | $2,440-57.6% |
| Participant deferral / active EE | $1,378 | $3,270-57.8% | $4,049-66.0% | $3,607-61.8% |
| Admin fee / account holder | $3,342 | $5,055-33.9% | $7,497-55.4% | $5,124-34.8% |