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 | $15,413 | $93,571-83.5% | $135,903-88.7% | $75,163-79.5% |
| Participation rate | 73.6% | 75.2%-1.6pp | 81.9%-8.3pp | 67.2%+6.4pp |
| Annual return | 17.35% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,830 | $3,537-48.3% | $4,856-62.3% | $2,670-31.5% |
| Participant deferral / active EE | $2,262 | $6,404-64.7% | $7,758-70.8% | $4,125-45.2% |
| Admin fee / account holder | $2,501 | $6,975-64.1% | $10,762-76.8% | $5,651-55.7% |