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 9-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 | $19,737 | $138,347-85.7% | $184,203-89.3% | $80,856-75.6% |
| Participation rate | 76.9% | 83.9%-6.9pp | 86.8%-9.9pp | 67.6%+9.3pp |
| Annual return | 20.35% | 20.02%+0.3pp | 28.81%-8.5pp | 35.59%-15.2pp |
| Employer contribution / active EE | $2,055 | $4,850-57.6% | $6,427-68.0% | $2,755-25.4% |
| Participant deferral / active EE | $3,103 | $7,071-56.1% | $9,131-66.0% | $4,296-27.8% |
| Admin fee / account holder | $1,634 | $10,483-84.4% | $13,901-88.2% | $6,918-76.4% |