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 5-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 | $11,460 | $93,571-87.8% | $135,903-91.6% | $75,163-84.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.78% | 30.90%-13.1pp | 68.23%-50.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $910 | $3,537-74.3% | $4,856-81.3% | $2,670-65.9% |
| Participant deferral / active EE | $2,355 | $6,404-63.2% | $7,758-69.6% | $4,125-42.9% |
| Admin fee / account holder | $369 | $6,975-94.7% | $10,762-96.6% | $5,651-93.5% |