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 7-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 | $20,655 | $167,484-87.7% | $151,611-86.4% | $134,475-84.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.83% | 7.80%-7.0pp | 3.33%-2.5pp | 417.96%-417.1pp |
| Employer contribution / active EE | $6,167 | $6,829-9.7% | $6,1660% | $4,740+30.1% |
| Participant deferral / active EE | $931 | $8,986-89.6% | $8,363-88.9% | $6,400-85.5% |
| Admin fee / account holder | $3,841 | $13,783-72.1% | $11,616-66.9% | $11,426-66.4% |