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 9-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 | $15,728 | $58,577-73.1% | $83,333-81.1% | $64,186-75.5% |
| Participation rate | 77.8% | 72.0%+5.7pp | 77.8%0pp | 69.6%+8.2pp |
| Annual return | -6.55% | 9.65%-16.2pp | 10.63%-17.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $613 | $2,098-70.8% | $3,379-81.9% | $2,381-74.3% |
| Participant deferral / active EE | $1,268 | $4,654-72.7% | $5,565-77.2% | $3,470-63.4% |
| Admin fee / account holder | $2,477 | $9,275-73.3% | $7,510-67.0% | $4,888-49.3% |