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 | $13,058 | $91,190-85.7% | $178,490-92.7% | $79,858-83.6% |
| Participation rate | 94.2% | 69.2%+25.0pp | 81.9%+12.3pp | 69.6%+24.6pp |
| Annual return | 152.14% | 24.19%+128.0pp | 151.07%+1.1pp | 31.71%+120.4pp |
| Employer contribution / active EE | $4,267 | $3,256+31.0% | $5,011-14.8% | $2,471+72.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $681 | $6,751-89.9% | $13,984-95.1% | $5,306-87.2% |