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 | $11,432 | $124,319-90.8% | $111,297-89.7% | $167,490-93.2% |
| Participation rate | 85.0% | 79.6%+5.4pp | 77.3%+7.7pp | 82.1%+2.9pp |
| Annual return | 19.65% | 37.44%-17.8pp | 54.65%-35.0pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,446 | $3,435-57.9% | $2,731-47.0% | $4,837-70.1% |
| Participant deferral / active EE | $1,659 | $5,180-68.0% | $4,487-63.0% | $6,341-73.8% |
| Admin fee / account holder | $3,322 | $10,618-68.7% | $7,964-58.3% | $12,309-73.0% |