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 | $6,446 | $172,111-96.3% | $150,298-95.7% | $137,256-95.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 21.91% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,024 | $4,636-77.9% | $4,154-75.3% | $4,156-75.4% |
| Participant deferral / active EE | $1,125 | $6,166-81.8% | $5,453-79.4% | $6,407-82.4% |
| Admin fee / account holder | $512 | $16,471-96.9% | $14,116-96.4% | $12,270-95.8% |