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 4-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 | $4,364 | $81,248-94.6% | $155,509-97.2% | $80,856-94.6% |
| Participation rate | 76.4% | 66.2%+10.1pp | 78.2%-1.8pp | 67.6%+8.7pp |
| Annual return | 18.81% | 33.31%-14.5pp | 64.67%-45.9pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,094 | $3,100-32.5% | $4,672-55.2% | $2,755-24.0% |
| Participant deferral / active EE | $577 | $3,452-83.3% | $5,626-89.7% | $4,296-86.6% |
| Admin fee / account holder | $605 | $7,997-92.4% | $15,912-96.2% | $6,918-91.3% |