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 | $14,770 | $64,348-77.0% | $90,160-83.6% | $70,131-78.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.67% | 28.13%-12.5pp | 34.88%-19.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $468 | $2,046-77.1% | $3,318-85.9% | $2,342-80.0% |
| Participant deferral / active EE | $727 | $4,389-83.4% | $5,288-86.2% | $3,332-78.2% |
| Admin fee / account holder | $1,041 | $3,944-73.6% | $5,943-82.5% | $4,645-77.6% |