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 8-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 | $14,893 | $78,422-81.0% | $95,952-84.5% | $79,858-81.4% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 19.70% | 19.37%+0.3pp | 91.61%-71.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $922 | $1,945-52.6% | $2,541-63.7% | $2,471-62.7% |
| Participant deferral / active EE | $1,371 | $3,440-60.1% | $4,167-67.1% | $3,740-63.3% |
| Admin fee / account holder | $338 | $5,622-94.0% | $6,795-95.0% | $5,306-93.6% |