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 10-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 | $7,706 | $77,634-90.1% | $156,549-95.1% | $62,891-87.7% |
| Participation rate | 95.0% | 71.2%+23.8pp | 84.0%+11.0pp | 69.3%+25.7pp |
| Annual return | 8.02% | 50.32%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $953 | $3,444-72.3% | $5,501-82.7% | $2,281-58.2% |
| Participant deferral / active EE | $513 | $3,045-83.1% | $4,871-89.5% | $3,203-84.0% |
| Admin fee / account holder | $1,183 | $5,561-78.7% | $13,027-90.9% | $4,296-72.5% |