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 | $8,312 | $83,477-90.0% | $125,175-93.4% | $72,985-88.6% |
| Participation rate | 98.8% | 73.3%+25.5pp | 79.8%+19.0pp | 69.5%+29.3pp |
| Annual return | 18.79% | 25.78%-7.0pp | 43.79%-25.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $706 | $2,345-69.9% | $3,865-81.7% | $2,440-71.1% |
| Participant deferral / active EE | $835 | $3,585-76.7% | $4,937-83.1% | $3,607-76.9% |
| Admin fee / account holder | $652 | $5,517-88.2% | $9,702-93.3% | $5,124-87.3% |