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 | $8,928 | $111,754-92.0% | $103,333-91.4% | $145,922-93.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 24.76% | 24.77%0pp | 24.88%-0.1pp | 561.29%-536.5pp |
| Employer contribution / active EE | $7,534 | $4,212+78.8% | $3,868+94.8% | $4,660+61.7% |
| Participant deferral / active EE | $1,071 | $5,619-80.9% | $5,057-78.8% | $6,688-84.0% |
| Admin fee / account holder | $496 | $9,750-94.9% | $8,355-94.1% | $13,397-96.3% |