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 | $5,983 | $49,025-87.8% | $87,507-93.2% | $62,891-90.5% |
| Participation rate | 93.3% | 64.9%+28.5pp | 73.8%+19.5pp | 69.3%+24.0pp |
| Annual return | 7.17% | 10.02%-2.8pp | 12.21%-5.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $333 | $1,372-75.7% | $2,550-86.9% | $2,281-85.4% |
| Participant deferral / active EE | $568 | $2,289-75.2% | $3,149-82.0% | $3,203-82.3% |
| Admin fee / account holder | $1,054 | $4,065-74.1% | $4,221-75.0% | $4,296-75.5% |