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 | $13,517 | $73,933-81.7% | $96,683-86.0% | $75,163-82.0% |
| Participation rate | 78.4% | 66.4%+12.0pp | 74.3%+4.0pp | 67.2%+11.2pp |
| Annual return | 18.47% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,036 | $2,928-64.6% | $3,737-72.3% | $2,670-61.2% |
| Participant deferral / active EE | $934 | $3,659-74.5% | $4,878-80.8% | $4,125-77.3% |
| Admin fee / account holder | $2,140 | $5,216-59.0% | $6,730-68.2% | $5,651-62.1% |