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 | $8,611 | $197,591-95.6% | $177,821-95.2% | $158,922-94.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 56.14% | 58.76%-2.6pp | 48.32%+7.8pp | 302.83%-246.7pp |
| Employer contribution / active EE | $3,242 | $6,697-51.6% | $5,918-45.2% | $4,761-31.9% |
| Participant deferral / active EE | $2,234 | $8,405-73.4% | $7,714-71.0% | $5,982-62.7% |
| Admin fee / account holder | $383 | $15,399-97.5% | $12,427-96.9% | $11,246-96.6% |