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 | $9,547 | $94,625-89.9% | $116,228-91.8% | $84,808-88.7% |
| Participation rate | 72.7% | 70.4%+2.3pp | 74.6%-1.8pp | 68.3%+4.4pp |
| Annual return | 12.59% | 20.40%-7.8pp | 90.06%-77.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $744 | $2,347-68.3% | $2,994-75.2% | $2,631-71.7% |
| Participant deferral / active EE | $857 | $3,972-78.4% | $4,953-82.7% | $4,212-79.6% |
| Admin fee / account holder | $1,645 | $10,091-83.7% | $11,989-86.3% | $7,344-77.6% |