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 | $5,914 | $45,073-86.9% | $69,455-91.5% | $72,985-91.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 14.59% | 22.65%-8.1pp | 28.97%-14.4pp | 81.00%-66.4pp |
| Employer contribution / active EE | $513 | $2,054-75.0% | $2,779-81.6% | $2,440-79.0% |
| Participant deferral / active EE | $186 | $2,602-92.9% | $3,535-94.8% | $3,607-94.9% |
| Admin fee / account holder | $460 | $3,056-84.9% | $3,839-88.0% | $5,124-91.0% |