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 | $11,832 | $98,750-88.0% | $149,696-92.1% | $79,858-85.2% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 26.47% | 27.43%-1.0pp | 276.60%-250.1pp | 31.71%-5.2pp |
| Employer contribution / active EE | $2,871 | $3,216-10.7% | $4,644-38.2% | $2,471+16.2% |
| Participant deferral / active EE | $2,128 | $5,680-62.5% | $6,842-68.9% | $3,740-43.1% |
| Admin fee / account holder | $521 | $6,053-91.4% | $9,309-94.4% | $5,306-90.2% |