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 8-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 | $10,338 | $127,264-91.9% | $109,895-90.6% | $167,490-93.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 15.23% | 22.97%-7.7pp | 29.45%-14.2pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,680 | $3,322-19.3% | $2,842-5.7% | $4,837-44.6% |
| Participant deferral / active EE | $685 | $4,514-84.8% | $4,048-83.1% | $6,341-89.2% |
| Admin fee / account holder | $313 | $7,114-95.6% | $6,066-94.8% | $12,309-97.5% |