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 8-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 | $13,551 | $85,202-84.1% | $172,739-92.2% | $72,985-81.4% |
| Participation rate | 84.8% | 70.1%+14.7pp | 82.6%+2.1pp | 69.5%+15.3pp |
| Annual return | 34.47% | 27.32%+7.1pp | 802.84%-768.4pp | 81.00%-46.5pp |
| Employer contribution / active EE | $1,211 | $3,324-63.6% | $5,143-76.4% | $2,440-50.3% |
| Participant deferral / active EE | $838 | $3,260-74.3% | $5,198-83.9% | $3,607-76.8% |
| Admin fee / account holder | $1,405 | $5,884-76.1% | $13,954-89.9% | $5,124-72.6% |