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 9-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 | $19,364 | $81,208-76.2% | $98,907-80.4% | $79,858-75.8% |
| Participation rate | 73.7% | 72.5%+1.2pp | 76.0%-2.3pp | 69.6%+4.1pp |
| Annual return | 10.40% | 60.99%-50.6pp | 196.43%-186.0pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,507 | $1,960-23.1% | $2,689-43.9% | $2,471-39.0% |
| Participant deferral / active EE | $1,336 | $3,265-59.1% | $4,244-68.5% | $3,740-64.3% |
| Admin fee / account holder | $307 | $6,013-94.9% | $6,642-95.4% | $5,306-94.2% |