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 3-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 | $10,744 | $88,083-87.8% | $164,813-93.5% | $74,495-85.6% |
| Participation rate | 71.8% | 73.0%-1.2pp | 78.6%-6.8pp | 67.2%+4.6pp |
| Annual return | 14.48% | 17.26%-2.8pp | 69.93%-55.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,105 | $2,593-57.4% | $4,341-74.5% | $2,623-57.9% |
| Participant deferral / active EE | $1,424 | $4,498-68.3% | $6,031-76.4% | $4,346-67.2% |
| Admin fee / account holder | $722 | $2,234-67.7% | $12,690-94.3% | $1,942-62.8% |