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 | $7,772 | $85,515-90.9% | $112,040-93.1% | $67,986-88.6% |
| Participation rate | 75.7% | 68.2%+7.4pp | 76.5%-0.8pp | 57.2%+18.5pp |
| Annual return | 18.09% | 29.68%-11.6pp | 24.52%-6.4pp | 31.67%-13.6pp |
| Employer contribution / active EE | $948 | $2,191-56.7% | $2,954-67.9% | $2,019-53.0% |
| Participant deferral / active EE | $1,527 | $4,014-62.0% | $5,098-70.0% | $3,358-54.5% |
| Admin fee / account holder | $739 | $3,774-80.4% | $12,098-93.9% | $3,203-76.9% |