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 | $23,334 | $79,944-70.8% | $98,439-76.3% | $75,163-69.0% |
| Participation rate | 77.2% | 70.4%+6.8pp | 75.2%+2.0pp | 67.2%+10.0pp |
| Annual return | 20.58% | 19.75%+0.8pp | 21.16%-0.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $990 | $2,264-56.3% | $3,048-67.5% | $2,670-62.9% |
| Participant deferral / active EE | $1,544 | $3,752-58.9% | $4,738-67.4% | $4,125-62.6% |
| Admin fee / account holder | $1,645 | $6,840-75.9% | $8,948-81.6% | $5,651-70.9% |