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 | $22,625 | $78,422-71.1% | $95,952-76.4% | $79,858-71.7% |
| Participation rate | 71.0% | 73.5%-2.5pp | 77.1%-6.1pp | 69.6%+1.3pp |
| Annual return | 17.60% | 19.37%-1.8pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $490 | $1,945-74.8% | $2,541-80.7% | $2,471-80.2% |
| Participant deferral / active EE | $366 | $3,440-89.4% | $4,167-91.2% | $3,740-90.2% |
| Admin fee / account holder | $2,205 | $5,622-60.8% | $6,795-67.5% | $5,306-58.4% |