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 | $9,575 | $107,334-91.1% | $92,893-89.7% | $152,861-93.7% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 24.19% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $926 | $4,221-78.1% | $3,653-74.7% | $4,762-80.6% |
| Participant deferral / active EE | $1,066 | $4,845-78.0% | $4,236-74.8% | $5,850-81.8% |
| Admin fee / account holder | $833 | $7,079-88.2% | $5,794-85.6% | $11,596-92.8% |