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 | $17,971 | $58,512-69.3% | $84,015-78.6% | $72,985-75.4% |
| Participation rate | 71.9% | 61.2%+10.6pp | 69.0%+2.9pp | 69.5%+2.4pp |
| Annual return | 17.70% | 28.93%-11.2pp | 71.31%-53.6pp | 81.00%-63.3pp |
| Employer contribution / active EE | $813 | $1,163-30.1% | $1,983-59.0% | $2,440-66.7% |
| Participant deferral / active EE | $403 | $2,394-83.2% | $3,239-87.6% | $3,607-88.8% |
| Admin fee / account holder | $2,675 | $4,569-41.5% | $6,101-56.2% | $5,124-47.8% |