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 | $14,733 | $155,788-90.5% | $124,672-88.2% | $167,490-91.2% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | 17.31% | 17.97%-0.7pp | 5142.93%-5125.6pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,315 | $4,163-68.4% | $3,324-60.4% | $4,837-72.8% |
| Participant deferral / active EE | $907 | $5,673-84.0% | $4,614-80.3% | $6,341-85.7% |
| Admin fee / account holder | $1,806 | $9,531-81.1% | $7,493-75.9% | $12,309-85.3% |