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 5-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 | $9,911 | $89,753-89.0% | $107,525-90.8% | $84,808-88.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 20.04% | 29.48%-9.4pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,003 | $3,113-35.7% | $3,754-46.6% | $2,631-23.9% |
| Participant deferral / active EE | $1,340 | $4,056-67.0% | $5,116-73.8% | $4,212-68.2% |
| Admin fee / account holder | $353 | $7,222-95.1% | $8,919-96.0% | $7,344-95.2% |