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 | $5,581 | $78,705-92.9% | $117,854-95.3% | $70,131-92.0% |
| Participation rate | 78.3% | 73.2%+5.1pp | 79.7%-1.4pp | 69.5%+8.7pp |
| Annual return | 12.76% | 23.30%-10.5pp | 335.08%-322.3pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,035 | $2,223-53.4% | $3,786-72.7% | $2,342-55.8% |
| Participant deferral / active EE | $1,411 | $3,297-57.2% | $4,482-68.5% | $3,332-57.7% |
| Admin fee / account holder | $513 | $5,065-89.9% | $8,020-93.6% | $4,645-89.0% |