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 | $14,489 | $72,492-80.0% | $87,100-83.4% | $72,985-80.1% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.1pp | 69.5%+27.4pp |
| Annual return | 19.16% | 24.46%-5.3pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,396 | $1,894-26.3% | $2,521-44.6% | $2,440-42.8% |
| Participant deferral / active EE | $981 | $3,270-70.0% | $4,049-75.8% | $3,607-72.8% |
| Admin fee / account holder | $1,492 | $5,055-70.5% | $7,497-80.1% | $5,124-70.9% |