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 | $32,757 | $138,347-76.3% | $184,203-82.2% | $80,856-59.5% |
| Participation rate | 80.4% | 83.9%-3.4pp | 86.8%-6.4pp | 67.6%+12.8pp |
| Annual return | 11.49% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,728 | $4,850-64.4% | $6,427-73.1% | $2,755-37.3% |
| Participant deferral / active EE | $2,755 | $7,071-61.0% | $9,131-69.8% | $4,296-35.9% |
| Admin fee / account holder | $325 | $10,483-96.9% | $13,901-97.7% | $6,918-95.3% |