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 | $26,826 | $125,758-78.7% | $169,993-84.2% | $75,163-64.3% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.0%-3.7pp | 67.2%+16.1pp |
| Annual return | 13.91% | 27.20%-13.3pp | 53.37%-39.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,758 | $4,615-61.9% | $6,785-74.1% | $2,670-34.1% |
| Participant deferral / active EE | $2,952 | $6,837-56.8% | $10,408-71.6% | $4,125-28.4% |
| Admin fee / account holder | $1,648 | $8,173-79.8% | $12,815-87.1% | $5,651-70.8% |