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 9-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 | $5,626 | $152,460-96.3% | $118,746-95.3% | $147,584-96.2% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.3%+11.7pp | 82.8%+7.2pp |
| Annual return | 16.92% | 17.41%-0.5pp | 24.54%-7.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,154 | $5,046-77.1% | $4,193-72.5% | $4,876-76.3% |
| Participant deferral / active EE | $1,189 | $6,212-80.9% | $5,332-77.7% | $5,439-78.1% |
| Admin fee / account holder | $1,626 | $16,953-90.4% | $10,720-84.8% | $10,885-85.1% |