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 9-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 | $23,132 | $209,411-89.0% | $178,490-87.0% | $158,922-85.4% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 6.31% | 188.75%-182.4pp | 151.07%-144.8pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,317 | $5,706-59.4% | $5,011-53.8% | $4,761-51.3% |
| Participant deferral / active EE | $466 | $5,954-92.2% | $5,202-91.0% | $5,982-92.2% |
| Admin fee / account holder | $1,356 | $17,074-92.1% | $13,984-90.3% | $11,246-87.9% |