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 | $9,858 | $228,332-95.7% | $185,823-94.7% | $158,922-93.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.09% | 40.80%-22.7pp | 35.95%-17.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,158 | $4,967-56.5% | $4,087-47.2% | $4,761-54.7% |
| Participant deferral / active EE | $1,208 | $6,415-81.2% | $5,632-78.6% | $5,982-79.8% |
| Admin fee / account holder | $918 | $11,864-92.3% | $9,500-90.3% | $11,246-91.8% |