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 | $6,554 | $127,065-94.8% | $113,168-94.2% | $142,382-95.4% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 18.28% | 24.03%-5.7pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,398 | $3,442-59.4% | $2,975-53.0% | $4,299-67.5% |
| Participant deferral / active EE | $1,487 | $5,716-74.0% | $5,107-70.9% | $6,507-77.1% |
| Admin fee / account holder | $669 | $15,736-95.8% | $12,068-94.5% | $12,624-94.7% |