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 | $6,399 | $80,968-92.1% | $96,544-93.4% | $75,163-91.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.33% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $923 | $2,282-59.6% | $2,965-68.9% | $2,670-65.4% |
| Participant deferral / active EE | $1,198 | $3,928-69.5% | $4,851-75.3% | $4,125-71.0% |
| Admin fee / account holder | $570 | $6,724-91.5% | $8,252-93.1% | $5,651-89.9% |