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 | $15,010 | $185,822-91.9% | $169,993-91.2% | $139,434-89.2% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 21.47% | 60.50%-39.0pp | 53.37%-31.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,056 | $11,622-90.9% | $10,408-89.8% | $6,710-84.3% |
| Admin fee / account holder | $2,797 | $15,381-81.8% | $12,815-78.2% | $11,403-75.5% |