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 | $10,108 | $69,518-85.5% | $59,878-83.1% | $135,375-92.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.43% | 7.94%-0.5pp | 3.46%+4.0pp | 519.73%-512.3pp |
| Employer contribution / active EE | $2,594 | $3,235-19.8% | $2,722-4.7% | $4,779-45.7% |
| Participant deferral / active EE | $276 | $4,206-93.4% | $3,402-91.9% | $5,609-95.1% |
| Admin fee / account holder | $1,426 | $5,734-75.1% | $3,590-60.3% | $10,827-86.8% |