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 7-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 | $18,261 | $179,726-89.8% | $156,263-88.3% | $142,382-87.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.88% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,324 | $5,069-54.2% | $4,333-46.4% | $4,299-45.9% |
| Participant deferral / active EE | $1,793 | $6,956-74.2% | $6,158-70.9% | $6,507-72.4% |
| Admin fee / account holder | $2,140 | $17,272-87.6% | $14,255-85.0% | $12,624-83.0% |