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 | $15,973 | $65,041-75.4% | $90,951-82.4% | $79,858-80.0% |
| Participation rate | 70.1% | 61.6%+8.5pp | 69.0%+1.1pp | 69.6%+0.5pp |
| Annual return | 10.20% | 30.45%-20.2pp | 134.60%-124.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $641 | $1,247-48.6% | $2,122-69.8% | $2,471-74.1% |
| Participant deferral / active EE | $800 | $2,512-68.2% | $3,373-76.3% | $3,740-78.6% |
| Admin fee / account holder | $2,118 | $4,536-53.3% | $5,959-64.5% | $5,306-60.1% |