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 | $34,638 | $125,758-72.5% | $169,993-79.6% | $75,163-53.9% |
| Participation rate | 96.3% | 83.6%+12.8pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 15.80% | 27.20%-11.4pp | 53.37%-37.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,668 | $4,615-63.8% | $6,785-75.4% | $2,670-37.5% |
| Participant deferral / active EE | $1,979 | $6,837-71.1% | $10,408-81.0% | $4,125-52.0% |
| Admin fee / account holder | $2,471 | $8,173-69.8% | $12,815-80.7% | $5,651-56.3% |