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 | $24,372 | $123,793-80.3% | $177,821-86.3% | $79,858-69.5% |
| Participation rate | 78.2% | 84.7%-6.5pp | 87.7%-9.6pp | 69.6%+8.5pp |
| Annual return | 19.92% | 22.82%-2.9pp | 48.32%-28.4pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,236 | $4,095-69.8% | $5,918-79.1% | $2,471-50.0% |
| Participant deferral / active EE | $2,421 | $5,956-59.4% | $7,714-68.6% | $3,740-35.3% |
| Admin fee / account holder | $782 | $7,243-89.2% | $12,427-93.7% | $5,306-85.3% |