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 | $5,619 | $117,983-95.2% | $101,794-94.5% | $142,382-96.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 10.04% | 36.92%-26.9pp | 30.53%-20.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $599 | $2,773-78.4% | $2,289-73.9% | $4,299-86.1% |
| Participant deferral / active EE | $794 | $4,714-83.2% | $4,084-80.6% | $6,507-87.8% |
| Admin fee / account holder | $3,108 | $10,433-70.2% | $8,777-64.6% | $12,624-75.4% |