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 | $12,617 | $74,927-83.2% | $101,794-87.6% | $84,808-85.1% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.2%+25.1pp | 68.3%+26.0pp |
| Annual return | 19.79% | 18.70%+1.1pp | 30.53%-10.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,650 | $1,522+8.4% | $2,289-27.9% | $2,631-37.3% |
| Participant deferral / active EE | $667 | $3,099-78.5% | $4,084-83.7% | $4,212-84.2% |
| Admin fee / account holder | $1,299 | $6,514-80.1% | $8,777-85.2% | $7,344-82.3% |