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 | $6,121 | $215,361-97.2% | $171,082-96.4% | $273,961-97.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.11% | 25.14%-23.0pp | 32.56%-30.4pp | 41.45%-39.3pp |
| Employer contribution / active EE | $325 | $4,967-93.5% | $4,002-91.9% | $4,869-93.3% |
| Participant deferral / active EE | $128 | $5,543-97.7% | $4,797-97.3% | $5,287-97.6% |
| Admin fee / account holder | $1,193 | $10,846-89.0% | $8,520-86.0% | $10,132-88.2% |