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 | $12,665 | $127,065-90.0% | $113,168-88.8% | $142,382-91.1% |
| Participation rate | 81.0% | 79.2%+1.7pp | 76.6%+4.4pp | 80.1%+0.8pp |
| Annual return | 14.60% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $844 | $3,442-75.5% | $2,975-71.6% | $4,299-80.4% |
| Participant deferral / active EE | $506 | $5,716-91.1% | $5,107-90.1% | $6,507-92.2% |
| Admin fee / account holder | $1,742 | $15,736-88.9% | $12,068-85.6% | $12,624-86.2% |