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 | $9,480 | $93,571-89.9% | $135,903-93.0% | $75,163-87.4% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.3pp | 67.2%+29.1pp |
| Annual return | 15.38% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,702 | $3,537-51.9% | $4,856-65.0% | $2,670-36.3% |
| Participant deferral / active EE | $1,576 | $6,404-75.4% | $7,758-79.7% | $4,125-61.8% |
| Admin fee / account holder | $773 | $6,975-88.9% | $10,762-92.8% | $5,651-86.3% |