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 | $118,035 | $213,331-44.7% | $213,331-44.7% | $417,905-71.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 50.0%+50.0pp | 39.2%+60.8pp |
| Annual return | 5.73% | 6.77%-1.0pp | 7.04%-1.3pp | 13.91%-8.2pp |
| Employer contribution / active EE | $2,077 | $32,733-93.7% | $30,362-93.2% | $35,282-94.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $34-100.0% | $94-100.0% |
| Admin fee / account holder | $3,644 | $2,508+45.3% | $2,508+45.3% | $41,846-91.3% |