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 6-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 | $14,046 | $101,724-86.2% | $164,813-91.5% | $80,856-82.6% |
| Participation rate | 71.4% | 71.8%-0.4pp | 78.6%-7.2pp | 67.6%+3.8pp |
| Annual return | 23.61% | 16.72%+6.9pp | 69.93%-46.3pp | 35.59%-12.0pp |
| Employer contribution / active EE | $1,056 | $2,953-64.3% | $4,341-75.7% | $2,755-61.7% |
| Participant deferral / active EE | $1,478 | $4,477-67.0% | $6,031-75.5% | $4,296-65.6% |
| Admin fee / account holder | $1,732 | $8,227-78.9% | $12,690-86.3% | $6,918-75.0% |