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 | $12,476 | $165,335-92.5% | $149,696-91.7% | $158,922-92.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 37.91% | 348.15%-310.2pp | 276.60%-238.7pp | 302.83%-264.9pp |
| Employer contribution / active EE | $1,269 | $5,103-75.1% | $4,644-72.7% | $4,761-73.3% |
| Participant deferral / active EE | $2,224 | $7,181-69.0% | $6,842-67.5% | $5,982-62.8% |
| Admin fee / account holder | $1,797 | $10,807-83.4% | $9,309-80.7% | $11,246-84.0% |