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 | $7,567 | $81,446-90.7% | $103,374-92.7% | $80,874-90.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.30% | 25.57%-14.3pp | 24.89%-13.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $3,549 | $3,107+14.2% | $3,869-8.3% | $2,756+28.8% |
| Participant deferral / active EE | $392 | $3,870-89.9% | $5,058-92.3% | $4,297-90.9% |
| Admin fee / account holder | $781 | $6,715-88.4% | $8,394-90.7% | $6,935-88.7% |