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 9-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 | $8,873 | $88,707-90.0% | $74,183-88.0% | $273,961-96.8% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 2.39% | 11.94%-9.6pp | 17.74%-15.3pp | 41.45%-39.1pp |
| Employer contribution / active EE | $704 | $3,159-77.7% | $2,370-70.3% | $4,869-85.5% |
| Participant deferral / active EE | $704 | $4,212-83.3% | $3,550-80.2% | $5,287-86.7% |
| Admin fee / account holder | $2,082 | $8,717-76.1% | $5,586-62.7% | $10,132-79.5% |