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 | $2,074 | $77,813-97.3% | $123,544-98.3% | $64,186-96.8% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.3%+15.2pp | 69.6%+27.9pp |
| Annual return | 8.07% | 12.48%-4.4pp | 119.20%-111.1pp | 7.63%+0.4pp |
| Employer contribution / active EE | $3,002 | $3,014-0.4% | $4,628-35.1% | $2,381+26.1% |
| Participant deferral / active EE | $587 | $5,240-88.8% | $6,426-90.9% | $3,470-83.1% |
| Admin fee / account holder | $1,047 | $5,519-81.0% | $9,284-88.7% | $4,888-78.6% |