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 7-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 | $9,661 | $80,673-88.0% | $101,326-90.5% | $84,808-88.6% |
| Participation rate | 86.2% | 77.8%+8.4pp | 81.5%+4.7pp | 68.3%+17.9pp |
| Annual return | 26.04% | 38.95%-12.9pp | 36.82%-10.8pp | 40.90%-14.9pp |
| Employer contribution / active EE | $1,982 | $2,698-26.5% | $3,665-45.9% | $2,631-24.7% |
| Participant deferral / active EE | $2,719 | $6,840-60.3% | $7,994-66.0% | $4,212-35.4% |
| Admin fee / account holder | $595 | $12,784-95.3% | $11,185-94.7% | $7,344-91.9% |