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 | $9,287 | $65,685-85.9% | $57,179-83.8% | $273,961-96.6% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 5.40% | 21.99%-16.6pp | 14.59%-9.2pp | 41.45%-36.0pp |
| Employer contribution / active EE | $419 | $3,279-87.2% | $2,682-84.4% | $4,869-91.4% |
| Participant deferral / active EE | $561 | $3,782-85.2% | $3,096-81.9% | $5,287-89.4% |
| Admin fee / account holder | $2,200 | $4,835-54.5% | $3,139-29.9% | $10,132-78.3% |