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 | $20,153 | $69,977-71.2% | $108,579-81.4% | $62,891-68.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 23.39% | 10.73%+12.7pp | -51.70%+75.1pp | 20.14%+3.2pp |
| Employer contribution / active EE | $703 | $2,135-67.1% | $3,758-81.3% | $2,281-69.2% |
| Participant deferral / active EE | $955 | $3,165-69.8% | $4,311-77.8% | $3,203-70.2% |
| Admin fee / account holder | $3,561 | $5,076-29.9% | $7,645-53.4% | $4,296-17.1% |