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 | $6,356 | $69,362-90.8% | $101,248-93.7% | $73,488-91.4% |
| Participation rate | 77.8% | 68.4%+9.4pp | 75.8%+2.0pp | 70.7%+7.1pp |
| Annual return | 13.18% | 18.46%-5.3pp | 46.47%-33.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $705 | $2,628-73.2% | $3,660-80.7% | $2,270-69.0% |
| Participant deferral / active EE | $412 | $3,300-87.5% | $4,370-90.6% | $3,740-89.0% |
| Admin fee / account holder | $1,851 | $704+163.0% | $5,945-68.9% | $513+260.7% |