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 | $19,263 | $72,492-73.4% | $87,100-77.9% | $72,985-73.6% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 17.63% | 24.46%-6.8pp | 28.19%-10.6pp | 81.00%-63.4pp |
| Employer contribution / active EE | $745 | $1,894-60.7% | $2,521-70.5% | $2,440-69.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $558 | $5,055-89.0% | $7,497-92.6% | $5,124-89.1% |