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 | $36,100 | $123,793-70.8% | $177,821-79.7% | $79,858-54.8% |
| Participation rate | 91.2% | 84.7%+6.5pp | 87.7%+3.5pp | 69.6%+21.5pp |
| Annual return | 11.93% | 22.82%-10.9pp | 48.32%-36.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,353 | $4,095-67.0% | $5,918-77.1% | $2,471-45.2% |
| Participant deferral / active EE | $2,164 | $5,956-63.7% | $7,714-71.9% | $3,740-42.1% |
| Admin fee / account holder | $7,145 | $7,243-1.3% | $12,427-42.5% | $5,306+34.6% |