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 6-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 | $5,539 | $114,381-95.2% | $107,525-94.8% | $142,382-96.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 22.91% | 242.71%-219.8pp | 181.32%-158.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,085 | $4,015-73.0% | $3,754-71.1% | $4,299-74.8% |
| Participant deferral / active EE | $1,087 | $5,564-80.5% | $5,116-78.7% | $6,507-83.3% |
| Admin fee / account holder | $1,346 | $9,860-86.4% | $8,919-84.9% | $12,624-89.3% |