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 | $9,472 | $49,227-80.8% | $70,449-86.6% | $79,858-88.1% |
| Participation rate | 80.8% | 69.2%+11.6pp | 75.1%+5.7pp | 69.6%+11.1pp |
| Annual return | 19.35% | 30.06%-10.7pp | 109.03%-89.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $952 | $2,099-54.7% | $2,737-65.2% | $2,471-61.5% |
| Participant deferral / active EE | $373 | $2,768-86.5% | $3,709-89.9% | $3,740-90.0% |
| Admin fee / account holder | $578 | $2,878-79.9% | $3,845-85.0% | $5,306-89.1% |