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 | $16,470 | $56,897-71.1% | $84,750-80.6% | $62,891-73.8% |
| Participation rate | 93.0% | 68.5%+24.4pp | 76.6%+16.4pp | 69.3%+23.7pp |
| Annual return | 8.68% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $681 | $2,709-74.9% | $3,712-81.6% | $3,203-78.7% |
| Admin fee / account holder | $853 | $3,581-76.2% | $5,332-84.0% | $4,296-80.1% |