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 3-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 | $6,059 | $89,698-93.2% | $103,464-94.1% | $80,874-92.5% |
| Participation rate | 70.6% | 76.0%-5.4pp | 80.5%-9.9pp | 67.6%+2.9pp |
| Annual return | 11.53% | 22.78%-11.2pp | 23.91%-12.4pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,169 | $4,018-70.9% | $4,677-75.0% | $2,756-57.6% |
| Participant deferral / active EE | $1,550 | $5,456-71.6% | $6,624-76.6% | $4,297-63.9% |
| Admin fee / account holder | $1,712 | $6,768-74.7% | $9,410-81.8% | $6,935-75.3% |