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 7-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 | $11,857 | $86,944-86.4% | $107,525-89.0% | $74,304-84.0% |
| Participation rate | 85.8% | 59.6%+26.3pp | 75.1%+10.8pp | 60.3%+25.5pp |
| Annual return | 20.69% | 23.52%-2.8pp | 181.32%-160.6pp | 29.43%-8.7pp |
| Employer contribution / active EE | $3,101 | $2,757+12.5% | $3,754-17.4% | $2,241+38.4% |
| Participant deferral / active EE | $1,177 | $3,554-66.9% | $5,116-77.0% | $3,767-68.8% |
| Admin fee / account holder | $1,008 | $3,727-72.9% | $8,919-88.7% | $2,969-66.0% |