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 10-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 | $5,853 | $85,766-93.2% | $136,294-95.7% | $70,131-91.7% |
| Participation rate | 81.4% | 74.2%+7.2pp | 81.9%-0.5pp | 69.5%+11.9pp |
| Annual return | 38.78% | 31.45%+7.3pp | 5155.94%-5117.2pp | 73.14%-34.4pp |
| Employer contribution / active EE | $1,028 | $2,966-65.3% | $4,695-78.1% | $2,342-56.1% |
| Participant deferral / active EE | $2,106 | $5,051-58.3% | $6,247-66.3% | $3,332-36.8% |
| Admin fee / account holder | $366 | $5,420-93.3% | $9,243-96.0% | $4,645-92.1% |