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 6-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 | $4,362 | $112,729-96.1% | $98,716-95.6% | $137,256-96.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 11.97% | 38.48%-26.5pp | 31.81%-19.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $812 | $2,725-70.2% | $2,279-64.4% | $4,156-80.5% |
| Participant deferral / active EE | $1,061 | $4,640-77.1% | $4,048-73.8% | $6,407-83.4% |
| Admin fee / account holder | $12,567 | $10,129+24.1% | $8,703+44.4% | $12,270+2.4% |