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 7-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 | $4,976 | $103,376-95.2% | $87,100-94.3% | $152,861-96.7% |
| Participation rate | 89.5% | 79.3%+10.1pp | 76.9%+12.6pp | 82.4%+7.0pp |
| Annual return | 29.60% | 28.10%+1.5pp | 28.19%+1.4pp | 345.32%-315.7pp |
| Employer contribution / active EE | $1,284 | $3,220-60.1% | $2,521-49.1% | $4,762-73.0% |
| Participant deferral / active EE | $1,322 | $4,778-72.3% | $4,049-67.4% | $5,850-77.4% |
| Admin fee / account holder | $756 | $12,205-93.8% | $7,497-89.9% | $11,596-93.5% |