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 | $4,319 | $70,669-93.9% | $169,368-97.4% | $75,163-94.3% |
| Participation rate | 91.1% | 64.8%+26.3pp | 77.1%+13.9pp | 67.2%+23.9pp |
| Annual return | 14.15% | 36.36%-22.2pp | 405.60%-391.4pp | 160.62%-146.5pp |
| Employer contribution / active EE | $533 | $2,211-75.9% | $4,013-86.7% | $2,670-80.0% |
| Participant deferral / active EE | $958 | $4,311-77.8% | $6,221-84.6% | $4,125-76.8% |
| Admin fee / account holder | $1,144 | $5,402-78.8% | $9,003-87.3% | $5,651-79.8% |