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 8-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 | $9,359 | $176,056-94.7% | $159,436-94.1% | $167,490-94.4% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 15.59% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,520 | $5,297-71.3% | $4,829-68.5% | $4,837-68.6% |
| Participant deferral / active EE | $1,902 | $7,750-75.5% | $7,352-74.1% | $6,341-70.0% |
| Admin fee / account holder | $2,555 | $12,554-79.6% | $10,799-76.3% | $12,309-79.2% |