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 | $17,720 | $86,929-79.6% | $102,423-82.7% | $80,856-78.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.46% | 18.88%-8.4pp | 29.32%-18.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,552 | $2,369-34.5% | $3,023-48.7% | $2,755-43.7% |
| Participant deferral / active EE | $507 | $4,118-87.7% | $5,053-90.0% | $4,296-88.2% |
| Admin fee / account holder | $691 | $8,049-91.4% | $9,451-92.7% | $6,918-90.0% |