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 | $5,649 | $106,749-94.7% | $145,433-96.1% | $82,448-93.1% |
| Participation rate | 87.0% | 75.6%+11.4pp | 82.1%+4.9pp | 68.1%+19.0pp |
| Annual return | 17.82% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,291 | $3,444-62.5% | $4,554-71.7% | $2,551-49.4% |
| Participant deferral / active EE | $1,575 | $6,519-75.8% | $7,897-80.1% | $4,139-62.0% |
| Admin fee / account holder | $2,058 | $8,390-75.5% | $13,129-84.3% | $7,234-71.6% |