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 7-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 | $14,817 | $133,922-88.9% | $116,228-87.3% | $142,382-89.6% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.6%+12.1pp | 80.1%+6.5pp |
| Annual return | 19.87% | 147.76%-127.9pp | 90.06%-70.2pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,409 | $3,446-59.1% | $2,994-53.0% | $4,299-67.2% |
| Participant deferral / active EE | $1,563 | $5,672-72.4% | $4,953-68.4% | $6,507-76.0% |
| Admin fee / account holder | $3,156 | $14,945-78.9% | $11,989-73.7% | $12,624-75.0% |