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 | $8,844 | $39,122-77.4% | $57,179-84.5% | $62,891-85.9% |
| Participation rate | 89.1% | 70.5%+18.6pp | 75.3%+13.7pp | 69.3%+19.8pp |
| Annual return | 5.92% | 9.23%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,156 | $1,874-38.3% | $2,682-56.9% | $2,281-49.3% |
| Participant deferral / active EE | $276 | $2,374-88.4% | $3,096-91.1% | $3,203-91.4% |
| Admin fee / account holder | $1,293 | $2,592-50.1% | $3,139-58.8% | $4,296-69.9% |