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 | $5,563 | $86,929-93.6% | $102,423-94.6% | $80,856-93.1% |
| Participation rate | 91.4% | 72.4%+19.1pp | 76.5%+14.9pp | 67.6%+23.8pp |
| Annual return | 12.46% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,240 | $2,369-47.7% | $3,023-59.0% | $2,755-55.0% |
| Participant deferral / active EE | $1,158 | $4,118-71.9% | $5,053-77.1% | $4,296-73.0% |
| Admin fee / account holder | $496 | $8,049-93.8% | $9,451-94.8% | $6,918-92.8% |