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 3-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 | $9,059 | $138,347-93.5% | $184,203-95.1% | $80,856-88.8% |
| Participation rate | 73.1% | 83.9%-10.8pp | 86.8%-13.7pp | 67.6%+5.4pp |
| Annual return | 15.58% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,590 | $4,850-67.2% | $6,427-75.3% | $2,755-42.3% |
| Participant deferral / active EE | $2,010 | $7,071-71.6% | $9,131-78.0% | $4,296-53.2% |
| Admin fee / account holder | $344 | $10,483-96.7% | $13,901-97.5% | $6,918-95.0% |