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 | $7,133 | $56,897-87.5% | $84,750-91.6% | $62,891-88.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.99% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,058 | $2,400-14.2% | $3,574-42.4% | $2,281-9.8% |
| Participant deferral / active EE | $384 | $2,709-85.8% | $3,712-89.6% | $3,203-88.0% |
| Admin fee / account holder | $2,208 | $3,581-38.3% | $5,332-58.6% | $4,296-48.6% |