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 | $9,842 | $65,685-85.0% | $57,179-82.8% | $273,961-96.4% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 1.33% | 21.99%-20.7pp | 14.59%-13.3pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,102 | $3,279-66.4% | $2,682-58.9% | $4,869-77.4% |
| Participant deferral / active EE | $125 | $3,782-96.7% | $3,096-96.0% | $5,287-97.6% |
| Admin fee / account holder | $1,130 | $4,835-76.6% | $3,139-64.0% | $10,132-88.8% |