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 | $14,971 | $88,707-83.1% | $74,183-79.8% | $273,961-94.5% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 3.75% | 11.94%-8.2pp | 17.74%-14.0pp | 41.45%-37.7pp |
| Employer contribution / active EE | $980 | $3,159-69.0% | $2,370-58.7% | $4,869-79.9% |
| Participant deferral / active EE | $1,130 | $4,212-73.2% | $3,550-68.2% | $5,287-78.6% |
| Admin fee / account holder | $1,790 | $8,717-79.5% | $5,586-68.0% | $10,132-82.3% |