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 | $10,804 | $48,076-77.5% | $78,689-86.3% | $62,891-82.8% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.6%+22.9pp | 69.3%+27.1pp |
| Annual return | 14.56% | 31.35%-16.8pp | 62.18%-47.6pp | 20.14%-5.6pp |
| Employer contribution / active EE | $1,368 | $2,015-32.1% | $2,851-52.0% | $2,281-40.0% |
| Participant deferral / active EE | $424 | $2,588-83.6% | $3,517-87.9% | $3,203-86.8% |
| Admin fee / account holder | $897 | $3,207-72.0% | $4,510-80.1% | $4,296-79.1% |