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 | $106,749-93.6% | $145,433-95.3% | $82,448-91.7% |
| Participation rate | 94.3% | 75.6%+18.6pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 50.79% | 27.59%+23.2pp | 66.58%-15.8pp | 41.64%+9.1pp |
| Employer contribution / active EE | $1,584 | $3,444-54.0% | $4,554-65.2% | $2,551-37.9% |
| Participant deferral / active EE | $2,031 | $6,519-68.8% | $7,897-74.3% | $4,139-50.9% |
| Admin fee / account holder | $857 | $8,390-89.8% | $13,129-93.5% | $7,234-88.2% |