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 | $6,374 | $98,750-93.5% | $149,696-95.7% | $79,858-92.0% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.5%+4.7pp | 69.6%+17.5pp |
| Annual return | 36.19% | 27.43%+8.8pp | 276.60%-240.4pp | 31.71%+4.5pp |
| Employer contribution / active EE | $1,686 | $3,216-47.6% | $4,644-63.7% | $2,471-31.8% |
| Participant deferral / active EE | $2,170 | $5,680-61.8% | $6,842-68.3% | $3,740-42.0% |
| Admin fee / account holder | $636 | $6,053-89.5% | $9,309-93.2% | $5,306-88.0% |