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 | $13,543 | $87,013-84.4% | $106,213-87.2% | $80,856-83.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.53% | 17.05%-6.5pp | 116.14%-105.6pp | 35.59%-25.1pp |
| Employer contribution / active EE | $977 | $2,395-59.2% | $3,171-69.2% | $2,755-64.5% |
| Participant deferral / active EE | $849 | $3,986-78.7% | $5,016-83.1% | $4,296-80.2% |
| Admin fee / account holder | $415 | $8,431-95.1% | $11,033-96.2% | $6,918-94.0% |