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 | $12,777 | $84,233-84.8% | $170,442-92.5% | $70,131-81.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.88% | 23.06%-9.2pp | 205.93%-192.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $753 | $3,387-77.8% | $5,433-86.1% | $2,342-67.9% |
| Participant deferral / active EE | $803 | $3,086-74.0% | $4,939-83.7% | $3,332-75.9% |
| Admin fee / account holder | $620 | $5,698-89.1% | $13,880-95.5% | $4,645-86.7% |