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 | $12,980 | $214,378-93.9% | $200,582-93.5% | $142,382-90.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.26% | 46.41%-23.1pp | 42.33%-19.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,663 | $6,841-75.7% | $6,419-74.1% | $4,299-61.3% |
| Participant deferral / active EE | $1,139 | $9,865-88.5% | $9,331-87.8% | $6,507-82.5% |
| Admin fee / account holder | $667 | $17,692-96.2% | $16,305-95.9% | $12,624-94.7% |