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 | $9,152 | $77,419-88.2% | $69,455-86.8% | $152,861-94.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.6%+15.4pp | 82.4%+7.6pp |
| Annual return | 12.38% | 39.06%-26.7pp | 28.97%-16.6pp | 345.32%-332.9pp |
| Employer contribution / active EE | $2,766 | $3,315-16.6% | $2,779-0.5% | $4,762-41.9% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,415 | $6,207-61.1% | $3,839-37.1% | $11,596-79.2% |