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 7-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 | $14,817 | $132,634-88.8% | $115,768-87.2% | $137,256-89.2% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.4%+12.3pp | 80.0%+6.7pp |
| Annual return | 19.87% | 160.70%-140.8pp | 100.46%-80.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,409 | $3,360-58.1% | $2,940-52.1% | $4,156-66.1% |
| Participant deferral / active EE | $1,563 | $5,619-72.2% | $4,917-68.2% | $6,407-75.6% |
| Admin fee / account holder | $3,156 | $15,028-79.0% | $12,439-74.6% | $12,270-74.3% |