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 | $9,694 | $102,604-90.6% | $86,188-88.8% | $139,434-93.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 17.45% | 1922.51%-1905.1pp | 1168.45%-1151.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $538 | $3,032-82.3% | $2,380-77.4% | $4,751-88.7% |
| Participant deferral / active EE | $913 | $4,676-80.5% | $3,985-77.1% | $6,710-86.4% |
| Admin fee / account holder | $398 | $8,657-95.4% | $6,852-94.2% | $11,403-96.5% |