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 | $9,555 | $165,335-94.2% | $149,696-93.6% | $158,922-94.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 24.09% | 348.15%-324.1pp | 276.60%-252.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,444 | $5,103-71.7% | $4,644-68.9% | $4,761-69.7% |
| Participant deferral / active EE | $2,280 | $7,181-68.3% | $6,842-66.7% | $5,982-61.9% |
| Admin fee / account holder | $499 | $10,807-95.4% | $9,309-94.6% | $11,246-95.6% |