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 | $13,789 | $71,883-80.8% | $86,677-84.1% | $68,494-79.9% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | 13.05% | 3.52%+9.5pp | 35.91%-22.9pp | -7.84%+20.9pp |
| Employer contribution / active EE | $930 | $2,173-57.2% | $2,836-67.2% | $2,596-64.2% |
| Participant deferral / active EE | $1,725 | $3,779-54.3% | $4,656-62.9% | $4,027-57.2% |
| Admin fee / account holder | $2,211 | $6,112-63.8% | $7,493-70.5% | $5,403-59.1% |