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 | $14,029 | $65,365-78.5% | $92,893-84.9% | $72,985-80.8% |
| Participation rate | 76.5% | 68.3%+8.2pp | 76.0%+0.5pp | 69.5%+7.0pp |
| Annual return | 17.81% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,210 | $3,128-61.3% | $4,236-71.4% | $3,607-66.5% |
| Admin fee / account holder | $3,933 | $4,251-7.5% | $5,794-32.1% | $5,124-23.3% |