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 6-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 | $12,243 | $87,013-85.9% | $106,213-88.5% | $80,856-84.9% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.3%+12.7pp | 67.6%+20.4pp |
| Annual return | 10.49% | 17.05%-6.6pp | 116.14%-105.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,432 | $2,395-40.2% | $3,171-54.8% | $2,755-48.0% |
| Participant deferral / active EE | $1,014 | $3,986-74.6% | $5,016-79.8% | $4,296-76.4% |
| Admin fee / account holder | $2,198 | $8,431-73.9% | $11,033-80.1% | $6,918-68.2% |