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 4-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 | $9,509 | $76,670-87.6% | $96,683-90.2% | $71,457-86.7% |
| Participation rate | 83.1% | 66.6%+16.5pp | 74.3%+8.7pp | 67.9%+15.2pp |
| Annual return | 56.82% | 48.29%+8.5pp | 35.69%+21.1pp | 28.85%+28.0pp |
| Employer contribution / active EE | $9,417 | $3,031+210.6% | $3,737+152.0% | $2,588+263.9% |
| Participant deferral / active EE | $700 | $3,771-81.4% | $4,878-85.6% | $4,289-83.7% |
| Admin fee / account holder | $1,524 | $2,028-24.9% | $6,730-77.4% | $1,587-4.0% |