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 | $6,495 | $108,825-94.0% | $156,181-95.8% | $82,448-92.1% |
| Participation rate | 86.4% | 72.4%+14.1pp | 78.8%+7.6pp | 68.1%+18.4pp |
| Annual return | 17.75% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $906 | $2,870-68.4% | $4,294-78.9% | $2,551-64.5% |
| Participant deferral / active EE | $1,376 | $4,577-69.9% | $6,132-77.6% | $4,139-66.8% |
| Admin fee / account holder | $624 | $9,341-93.3% | $14,586-95.7% | $7,234-91.4% |