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 | $10,883 | $90,503-88.0% | $78,689-86.2% | $273,961-96.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.72% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $774 | $3,176-75.6% | $2,851-72.8% | $4,869-84.1% |
| Participant deferral / active EE | $268 | $3,901-93.1% | $3,517-92.4% | $5,287-94.9% |
| Admin fee / account holder | $3,920 | $5,263-25.5% | $4,510-13.1% | $10,132-61.3% |