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 | $4,911 | $176,056-97.2% | $159,436-96.9% | $167,490-97.1% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 21.60% | 331.75%-310.1pp | 263.57%-242.0pp | 478.56%-457.0pp |
| Employer contribution / active EE | $1,906 | $5,297-64.0% | $4,829-60.5% | $4,837-60.6% |
| Participant deferral / active EE | $2,243 | $7,750-71.1% | $7,352-69.5% | $6,341-64.6% |
| Admin fee / account holder | $668 | $12,554-94.7% | $10,799-93.8% | $12,309-94.6% |