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 | $5,331 | $80,717-93.4% | $154,803-96.6% | $84,808-93.7% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 34.20% | 37.96%-3.8pp | 58.88%-24.7pp | 40.90%-6.7pp |
| Employer contribution / active EE | $732 | $2,761-73.5% | $4,305-83.0% | $2,631-72.2% |
| Participant deferral / active EE | $826 | $3,303-75.0% | $5,540-85.1% | $4,212-80.4% |
| Admin fee / account holder | $342 | $6,746-94.9% | $14,329-97.6% | $7,344-95.3% |