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 | $11,231 | $73,787-84.8% | $98,716-88.6% | $82,448-86.4% |
| Participation rate | 96.9% | 61.4%+35.5pp | 69.3%+27.6pp | 68.1%+28.8pp |
| Annual return | 15.03% | 18.57%-3.5pp | 31.81%-16.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $823 | $3,081-73.3% | $4,048-79.7% | $4,139-80.1% |
| Admin fee / account holder | $2,825 | $6,500-56.5% | $8,703-67.5% | $7,234-60.9% |