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 | $5,187 | $98,750-94.7% | $149,696-96.5% | $79,858-93.5% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.5%+3.0pp | 69.6%+15.9pp |
| Annual return | 28.89% | 27.43%+1.5pp | 276.60%-247.7pp | 31.71%-2.8pp |
| Employer contribution / active EE | $618 | $3,216-80.8% | $4,644-86.7% | $2,471-75.0% |
| Participant deferral / active EE | $1,921 | $5,680-66.2% | $6,842-71.9% | $3,740-48.6% |
| Admin fee / account holder | $1,200 | $6,053-80.2% | $9,309-87.1% | $5,306-77.4% |