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 | $6,256 | $45,073-86.1% | $69,455-91.0% | $72,985-91.4% |
| Participation rate | 79.3% | 68.5%+10.8pp | 74.6%+4.7pp | 69.5%+9.8pp |
| Annual return | 15.68% | 22.65%-7.0pp | 28.97%-13.3pp | 81.00%-65.3pp |
| Employer contribution / active EE | $533 | $2,054-74.0% | $2,779-80.8% | $2,440-78.1% |
| Participant deferral / active EE | $418 | $2,602-83.9% | $3,535-88.2% | $3,607-88.4% |
| Admin fee / account holder | $716 | $3,056-76.6% | $3,839-81.4% | $5,124-86.0% |