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 | $22,925 | $67,606-66.1% | $82,313-72.1% | $70,131-67.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.23% | 21.57%-9.3pp | 25.88%-13.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,409 | $1,755-19.7% | $2,428-42.0% | $2,342-39.9% |
| Participant deferral / active EE | $1,266 | $2,987-57.6% | $3,706-65.8% | $3,332-62.0% |
| Admin fee / account holder | $614 | $4,512-86.4% | $5,608-89.1% | $4,645-86.8% |