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 | $81,460-90.7% | $103,333-92.7% | $80,856-90.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.30% | 25.55%-14.2pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,549 | $3,105+14.3% | $3,868-8.3% | $2,755+28.8% |
| Participant deferral / active EE | $392 | $3,869-89.9% | $5,057-92.3% | $4,296-90.9% |
| Admin fee / account holder | $781 | $6,566-88.1% | $8,355-90.7% | $6,918-88.7% |