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 | $9,699 | $72,277-86.6% | $101,248-90.4% | $79,858-87.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.53% | 22.30%-5.8pp | 46.47%-29.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $688 | $2,692-74.5% | $3,660-81.2% | $2,471-72.2% |
| Participant deferral / active EE | $907 | $3,282-72.4% | $4,370-79.2% | $3,740-75.7% |
| Admin fee / account holder | $2,440 | $4,400-44.5% | $5,945-59.0% | $5,306-54.0% |