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 | $18,276 | $62,586-70.8% | $76,768-76.2% | $64,186-71.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 6.81% | -1.95%+8.8pp | 2.43%+4.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $2,135 | $1,832+16.5% | $2,485-14.1% | $2,381-10.3% |
| Participant deferral / active EE | $335 | $3,145-89.3% | $3,852-91.3% | $3,470-90.3% |
| Admin fee / account holder | $1,729 | $4,667-63.0% | $6,675-74.1% | $4,888-64.6% |