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 5-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 | $9,608 | $52,836-81.8% | $105,738-90.9% | $64,186-85.0% |
| Participation rate | 88.1% | 66.5%+21.6pp | 76.3%+11.8pp | 69.6%+18.6pp |
| Annual return | 8.19% | 14.30%-6.1pp | 6.27%+1.9pp | 7.63%+0.6pp |
| Employer contribution / active EE | $2,275 | $1,827+24.5% | $3,268-30.4% | $2,381-4.5% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $499 | $3,959-87.4% | $6,913-92.8% | $4,888-89.8% |