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 | $17,689 | $238,490-92.6% | $180,183-90.2% | $142,382-87.6% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 22.64% | 33.56%-10.9pp | 27.86%-5.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,497 | $6,143-75.6% | $5,039-70.3% | $4,299-65.2% |
| Participant deferral / active EE | $2,281 | $7,996-71.5% | $6,822-66.6% | $6,507-64.9% |
| Admin fee / account holder | $432 | $28,866-98.5% | $19,975-97.8% | $12,624-96.6% |