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 5-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 | $20,803 | $178,174-88.3% | $156,181-86.7% | $137,256-84.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 26.81% | 84.19%-57.4pp | 64.87%-38.1pp | 220.34%-193.5pp |
| Employer contribution / active EE | $5,359 | $4,972+7.8% | $4,294+24.8% | $4,156+28.9% |
| Participant deferral / active EE | $354 | $6,888-94.9% | $6,132-94.2% | $6,407-94.5% |
| Admin fee / account holder | $589 | $17,404-96.6% | $14,586-96.0% | $12,270-95.2% |