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 | $8,362 | $96,557-91.3% | $80,975-89.7% | $273,961-96.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.92% | 15.14%-6.2pp | 17.10%-8.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,047 | $4,868-58.0% | $3,714-44.9% | $4,869-58.0% |
| Participant deferral / active EE | $952 | $6,598-85.6% | $5,696-83.3% | $5,287-82.0% |
| Admin fee / account holder | $404 | $7,492-94.6% | $5,516-92.7% | $10,132-96.0% |