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 | $11,000 | $99,341-88.9% | $84,750-87.0% | $273,961-96.0% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 4.95% | 22.93%-18.0pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $10,062 | $4,214+138.8% | $3,574+181.5% | $4,869+106.7% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,810 | $6,644-27.6% | $5,332-9.8% | $10,132-52.5% |