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 | $28,901 | $94,529-69.4% | $140,016-79.4% | $64,186-55.0% |
| Participation rate | 94.1% | 84.1%+10.0pp | 87.5%+6.6pp | 69.6%+24.5pp |
| Annual return | 41.57% | 7.77%+33.8pp | 651.12%-609.5pp | 7.63%+33.9pp |
| Employer contribution / active EE | $1,164 | $3,812-69.5% | $5,606-79.2% | $2,381-51.1% |
| Participant deferral / active EE | $2,064 | $5,250-60.7% | $6,927-70.2% | $3,470-40.5% |
| Admin fee / account holder | $7,434 | $6,741+10.3% | $10,705-30.6% | $4,888+52.1% |