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 | $20,057 | $76,552-73.8% | $123,892-83.8% | $62,891-68.1% |
| Participation rate | 88.1% | 73.0%+15.1pp | 81.4%+6.6pp | 69.3%+18.8pp |
| Annual return | 7.53% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $929 | $2,883-67.8% | $4,617-79.9% | $2,281-59.3% |
| Participant deferral / active EE | $1,954 | $4,840-59.6% | $5,984-67.3% | $3,203-39.0% |
| Admin fee / account holder | $1,271 | $4,826-73.7% | $8,357-84.8% | $4,296-70.4% |