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 | $5,390 | $110,257-95.1% | $96,544-94.4% | $139,434-96.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 21.76% | 26.32%-4.6pp | 25.84%-4.1pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,288 | $3,620-64.4% | $2,965-56.6% | $4,751-72.9% |
| Participant deferral / active EE | $1,648 | $5,548-70.3% | $4,851-66.0% | $6,710-75.4% |
| Admin fee / account holder | $1,042 | $11,591-91.0% | $8,252-87.4% | $11,403-90.9% |