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 | $24,836 | $86,286-71.2% | $111,297-77.7% | $85,850-71.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.20% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,561 | $2,043-23.6% | $2,731-42.9% | $2,565-39.2% |
| Participant deferral / active EE | $1,271 | $3,641-65.1% | $4,487-71.7% | $3,952-67.8% |
| Admin fee / account holder | $1,192 | $8,188-85.4% | $7,964-85.0% | $6,260-81.0% |