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 | $7,058 | $52,279-86.5% | $89,391-92.1% | $79,858-91.2% |
| Participation rate | 92.0% | 57.5%+34.5pp | 68.0%+24.0pp | 69.6%+22.4pp |
| Annual return | 20.99% | 22.16%-1.2pp | 245.62%-224.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,844 | $1,572+17.3% | $2,586-28.7% | $2,471-25.4% |
| Participant deferral / active EE | $592 | $2,740-78.4% | $3,890-84.8% | $3,740-84.2% |
| Admin fee / account holder | $681 | $3,356-79.7% | $4,881-86.1% | $5,306-87.2% |