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 | $21,298 | $109,881-80.6% | $150,045-85.8% | $84,808-74.9% |
| Participation rate | 98.4% | 76.1%+22.3pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 20.48% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,699 | $3,561-24.2% | $4,693-42.5% | $2,631+2.6% |
| Participant deferral / active EE | $1,445 | $6,636-78.2% | $7,997-81.9% | $4,212-65.7% |
| Admin fee / account holder | $343 | $8,568-96.0% | $13,435-97.4% | $7,344-95.3% |