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 | $106,749-88.8% | $145,433-91.8% | $82,448-85.5% |
| Participation rate | 89.9% | 75.6%+14.2pp | 82.1%+7.8pp | 68.1%+21.8pp |
| Annual return | 19.38% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,254 | $3,444-63.6% | $4,554-72.5% | $2,551-50.8% |
| Participant deferral / active EE | $2,018 | $6,519-69.0% | $7,897-74.5% | $4,139-51.3% |
| Admin fee / account holder | $362 | $8,390-95.7% | $13,129-97.2% | $7,234-95.0% |