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 | $10,551 | $159,602-93.4% | $150,045-93.0% | $142,382-92.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.31% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,416 | $4,961-71.5% | $4,693-69.8% | $4,299-67.1% |
| Participant deferral / active EE | $1,734 | $8,310-79.1% | $7,997-78.3% | $6,507-73.3% |
| Admin fee / account holder | $542 | $14,846-96.3% | $13,435-96.0% | $12,624-95.7% |