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 8-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 | $6,430 | $81,248-92.1% | $155,509-95.9% | $80,856-92.0% |
| Participation rate | 78.8% | 66.2%+12.6pp | 78.2%+0.6pp | 67.6%+11.1pp |
| Annual return | 14.93% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $858 | $3,100-72.3% | $4,672-81.6% | $2,755-68.8% |
| Participant deferral / active EE | $866 | $3,452-74.9% | $5,626-84.6% | $4,296-79.8% |
| Admin fee / account holder | $1,425 | $7,997-82.2% | $15,912-91.0% | $6,918-79.4% |