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 3-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 | $1,325 | $46,553-97.2% | $64,056-97.9% | $75,163-98.2% |
| Participation rate | 72.5% | 65.9%+6.6pp | 72.3%+0.2pp | 67.2%+5.3pp |
| Annual return | 16.42% | 26.03%-9.6pp | 33.69%-17.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $524 | $1,974-73.5% | $2,747-80.9% | $2,670-80.4% |
| Participant deferral / active EE | $564 | $2,837-80.1% | $3,880-85.5% | $4,125-86.3% |
| Admin fee / account holder | $807 | $2,952-72.7% | $3,068-73.7% | $5,651-85.7% |