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 | $7,750 | $68,719-88.7% | $91,541-91.5% | $84,808-90.9% |
| Participation rate | 71.9% | 64.5%+7.4pp | 69.8%+2.1pp | 68.3%+3.6pp |
| Annual return | 21.06% | 19.12%+1.9pp | 20.50%+0.6pp | 40.90%-19.8pp |
| Employer contribution / active EE | $803 | $1,920-58.2% | $2,505-67.9% | $2,631-69.5% |
| Participant deferral / active EE | $1,041 | $3,136-66.8% | $4,008-74.0% | $4,212-75.3% |
| Admin fee / account holder | $1,173 | $5,786-79.7% | $6,956-83.1% | $7,344-84.0% |