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 8-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 | $11,939 | $109,881-89.1% | $150,045-92.0% | $84,808-85.9% |
| Participation rate | 89.9% | 76.1%+13.8pp | 82.3%+7.6pp | 68.3%+21.6pp |
| Annual return | 19.38% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,254 | $3,561-64.8% | $4,693-73.3% | $2,631-52.3% |
| Participant deferral / active EE | $2,018 | $6,636-69.6% | $7,997-74.8% | $4,212-52.1% |
| Admin fee / account holder | $362 | $8,568-95.8% | $13,435-97.3% | $7,344-95.1% |