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 | $9,653 | $111,301-91.3% | $112,977-91.5% | $158,922-93.9% |
| Participation rate | 80.0% | 83.5%-3.5pp | 82.6%-2.6pp | 82.0%-2.0pp |
| Annual return | 29.03% | 26.40%+2.6pp | 24.24%+4.8pp | 302.83%-273.8pp |
| Employer contribution / active EE | $1,225 | $4,471-72.6% | $4,255-71.2% | $4,761-74.3% |
| Participant deferral / active EE | $1,643 | $5,880-72.1% | $5,836-71.8% | $5,982-72.5% |
| Admin fee / account holder | $329 | $8,392-96.1% | $6,294-94.8% | $11,246-97.1% |