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 | $17,814 | $74,927-76.2% | $101,794-82.5% | $84,808-79.0% |
| Participation rate | 89.5% | 61.4%+28.1pp | 69.2%+20.3pp | 68.3%+21.2pp |
| Annual return | 22.67% | 18.70%+4.0pp | 30.53%-7.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $7,174 | $1,522+371.4% | $2,289+213.4% | $2,631+172.7% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $550 | $6,514-91.6% | $8,777-93.7% | $7,344-92.5% |