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 | $9,129 | $99,341-90.8% | $84,750-89.2% | $273,961-96.7% |
| Participation rate | 78.9% | 80.7%-1.7pp | 76.6%+2.4pp | 83.0%-4.1pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $7,798 | $4,214+85.1% | $3,574+118.2% | $4,869+60.2% |
| Participant deferral / active EE | $446 | $4,269-89.5% | $3,712-88.0% | $5,287-91.6% |
| Admin fee / account holder | $605 | $6,644-90.9% | $5,332-88.7% | $10,132-94.0% |