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 | $11,078 | $109,881-89.9% | $150,045-92.6% | $84,808-86.9% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 20.98% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,448 | $3,561-59.3% | $4,693-69.1% | $2,631-45.0% |
| Participant deferral / active EE | $2,355 | $6,636-64.5% | $7,997-70.5% | $4,212-44.1% |
| Admin fee / account holder | $536 | $8,568-93.7% | $13,435-96.0% | $7,344-92.7% |