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 9-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 | $14,262 | $81,208-82.4% | $98,907-85.6% | $79,858-82.1% |
| Participation rate | 74.4% | 72.5%+1.9pp | 76.0%-1.6pp | 69.6%+4.8pp |
| Annual return | 14.94% | 60.99%-46.0pp | 196.43%-181.5pp | 31.71%-16.8pp |
| Employer contribution / active EE | $725 | $1,960-63.0% | $2,689-73.0% | $2,471-70.7% |
| Participant deferral / active EE | $1,313 | $3,265-59.8% | $4,244-69.1% | $3,740-64.9% |
| Admin fee / account holder | $3,254 | $6,013-45.9% | $6,642-51.0% | $5,306-38.7% |