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 | $12,248 | $105,181-88.4% | $159,436-92.3% | $85,850-85.7% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.8%+5.0pp | 69.3%+18.5pp |
| Annual return | 14.16% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $810 | $3,318-75.6% | $4,829-83.2% | $2,565-68.4% |
| Participant deferral / active EE | $504 | $5,945-91.5% | $7,352-93.1% | $3,952-87.2% |
| Admin fee / account holder | $2,830 | $6,933-59.2% | $10,799-73.8% | $6,260-54.8% |