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 | $8,737 | $124,319-93.0% | $111,297-92.1% | $167,490-94.8% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 15.97% | 37.44%-21.5pp | 54.65%-38.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,271 | $3,435-63.0% | $2,731-53.5% | $4,837-73.7% |
| Participant deferral / active EE | $1,022 | $5,180-80.3% | $4,487-77.2% | $6,341-83.9% |
| Admin fee / account holder | $1,678 | $10,618-84.2% | $7,964-78.9% | $12,309-86.4% |