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 | $9,829 | $56,114-82.5% | $96,139-89.8% | $85,850-88.6% |
| Participation rate | 72.1% | 56.7%+15.4pp | 68.4%+3.6pp | 69.3%+2.8pp |
| Annual return | 15.82% | 42.30%-26.5pp | 191.94%-176.1pp | 318.53%-302.7pp |
| Employer contribution / active EE | $704 | $1,620-56.5% | $2,797-74.8% | $2,565-72.5% |
| Participant deferral / active EE | $466 | $2,859-83.7% | $4,349-89.3% | $3,952-88.2% |
| Admin fee / account holder | $1,171 | $3,768-68.9% | $5,537-78.8% | $6,260-81.3% |