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 | $5,867 | $84,233-93.0% | $170,442-96.6% | $70,131-91.6% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 13.32% | 23.06%-9.7pp | 205.93%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $675 | $3,387-80.1% | $5,433-87.6% | $2,342-71.2% |
| Participant deferral / active EE | $772 | $3,086-75.0% | $4,939-84.4% | $3,332-76.8% |
| Admin fee / account holder | $335 | $5,698-94.1% | $13,880-97.6% | $4,645-92.8% |