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 | $25,048 | $72,492-65.4% | $87,100-71.2% | $72,985-65.7% |
| Participation rate | 82.4% | 72.8%+9.5pp | 76.9%+5.5pp | 69.5%+12.9pp |
| Annual return | 22.95% | 24.46%-1.5pp | 28.19%-5.2pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $804 | $3,270-75.4% | $4,049-80.1% | $3,607-77.7% |
| Admin fee / account holder | $2,885 | $5,055-42.9% | $7,497-61.5% | $5,124-43.7% |