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 9-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 | $10,404 | $109,881-90.5% | $150,045-93.1% | $84,808-87.7% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 21.17% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,525 | $3,561-57.2% | $4,693-67.5% | $2,631-42.0% |
| Participant deferral / active EE | $2,084 | $6,636-68.6% | $7,997-73.9% | $4,212-50.5% |
| Admin fee / account holder | $2,094 | $8,568-75.6% | $13,435-84.4% | $7,344-71.5% |