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 9-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 | $5,203 | $98,750-94.7% | $149,696-96.5% | $79,858-93.5% |
| Participation rate | 85.6% | 75.8%+9.8pp | 82.5%+3.1pp | 69.6%+15.9pp |
| Annual return | 36.92% | 27.43%+9.5pp | 276.60%-239.7pp | 31.71%+5.2pp |
| Employer contribution / active EE | $4,393 | $3,216+36.6% | $4,644-5.4% | $2,471+77.8% |
| Participant deferral / active EE | $564 | $5,680-90.1% | $6,842-91.8% | $3,740-84.9% |
| Admin fee / account holder | $420 | $6,053-93.1% | $9,309-95.5% | $5,306-92.1% |