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 | $8,107 | $65,365-87.6% | $92,893-91.3% | $72,985-88.9% |
| Participation rate | 75.7% | 68.3%+7.4pp | 76.0%-0.3pp | 69.5%+6.2pp |
| Annual return | 20.11% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,023 | $2,594-60.6% | $3,653-72.0% | $2,440-58.1% |
| Participant deferral / active EE | $1,020 | $3,128-67.4% | $4,236-75.9% | $3,607-71.7% |
| Admin fee / account holder | $2,280 | $4,251-46.4% | $5,794-60.6% | $5,124-55.5% |