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 | $9,801 | $82,882-88.2% | $127,761-92.3% | $72,985-86.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 22.91% | 32.20%-9.3pp | 26.14%-3.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $963 | $3,346-71.2% | $4,574-78.9% | $2,440-60.5% |
| Participant deferral / active EE | $1,232 | $4,791-74.3% | $6,021-79.5% | $3,607-65.8% |
| Admin fee / account holder | $1,150 | $6,487-82.3% | $9,395-87.8% | $5,124-77.6% |