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 | $6,175 | $106,749-94.2% | $145,433-95.8% | $82,448-92.5% |
| Participation rate | 75.8% | 75.6%+0.1pp | 82.1%-6.4pp | 68.1%+7.7pp |
| Annual return | 30.93% | 27.59%+3.3pp | 66.58%-35.6pp | 41.64%-10.7pp |
| Employer contribution / active EE | $1,449 | $3,444-57.9% | $4,554-68.2% | $2,551-43.2% |
| Participant deferral / active EE | $1,970 | $6,519-69.8% | $7,897-75.1% | $4,139-52.4% |
| Admin fee / account holder | $887 | $8,390-89.4% | $13,129-93.2% | $7,234-87.7% |