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 4-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 | $11,941 | $106,749-88.8% | $145,433-91.8% | $82,448-85.5% |
| Participation rate | 83.1% | 75.6%+7.4pp | 82.1%+1.0pp | 68.1%+15.0pp |
| Annual return | 17.49% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,618 | $3,444-53.0% | $4,554-64.5% | $2,551-36.6% |
| Participant deferral / active EE | $1,992 | $6,519-69.4% | $7,897-74.8% | $4,139-51.9% |
| Admin fee / account holder | $1,793 | $8,390-78.6% | $13,129-86.3% | $7,234-75.2% |