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 | $10,712 | $113,935-90.6% | $94,224-88.6% | $125,391-91.5% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | -3.32% | 5.29%-8.6pp | 10.68%-14.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $4,025 | $4,727-14.8% | $3,587+12.2% | $4,866-17.3% |
| Participant deferral / active EE | $803 | $5,179-84.5% | $4,320-81.4% | $5,352-85.0% |
| Admin fee / account holder | $1,135 | $8,391-86.5% | $6,269-81.9% | $9,540-88.1% |