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 | $9,778 | $135,952-92.8% | $123,892-92.1% | $273,961-96.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.89% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $933 | $5,170-81.9% | $4,617-79.8% | $4,869-80.8% |
| Participant deferral / active EE | $1,348 | $6,343-78.8% | $5,984-77.5% | $5,287-74.5% |
| Admin fee / account holder | $2,622 | $9,817-73.3% | $8,357-68.6% | $10,132-74.1% |