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 10-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 | $36,609 | $130,194-71.9% | $169,993-78.5% | $71,457-48.8% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.0%+12.5pp | 67.9%+31.6pp |
| Annual return | 76.51% | 20.37%+56.1pp | 53.37%+23.1pp | 28.85%+47.7pp |
| Employer contribution / active EE | $2,280 | $4,381-48.0% | $6,785-66.4% | $2,588-11.9% |
| Participant deferral / active EE | $3,706 | $6,923-46.5% | $10,408-64.4% | $4,289-13.6% |
| Admin fee / account holder | $1,425 | $966+47.6% | $12,815-88.9% | $1,587-10.2% |