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 | $24,244 | $76,367-68.3% | $93,606-74.1% | $72,985-66.8% |
| Participation rate | 90.0% | 71.7%+18.3pp | 75.8%+14.2pp | 69.5%+20.5pp |
| Annual return | 16.53% | 25.82%-9.3pp | 32.76%-16.2pp | 81.00%-64.5pp |
| Employer contribution / active EE | $625 | $2,275-72.5% | $2,718-77.0% | $2,440-74.4% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,707 | $6,838-75.0% | $7,888-78.4% | $5,124-66.7% |