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 5-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 | $6,830 | $109,881-93.8% | $150,045-95.4% | $84,808-91.9% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 50.79% | 28.25%+22.5pp | 62.55%-11.8pp | 40.90%+9.9pp |
| Employer contribution / active EE | $1,584 | $3,561-55.5% | $4,693-66.2% | $2,631-39.8% |
| Participant deferral / active EE | $2,031 | $6,636-69.4% | $7,997-74.6% | $4,212-51.8% |
| Admin fee / account holder | $857 | $8,568-90.0% | $13,435-93.6% | $7,344-88.3% |