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 | $6,060 | $45,073-86.6% | $69,455-91.3% | $72,985-91.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 10.40% | 22.65%-12.3pp | 28.97%-18.6pp | 81.00%-70.6pp |
| Employer contribution / active EE | $609 | $2,054-70.4% | $2,779-78.1% | $2,440-75.1% |
| Participant deferral / active EE | $264 | $2,602-89.8% | $3,535-92.5% | $3,607-92.7% |
| Admin fee / account holder | $1,175 | $3,056-61.6% | $3,839-69.4% | $5,124-77.1% |