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 | $2,951 | $197,591-98.5% | $177,821-98.3% | $158,922-98.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 22.86% | 58.76%-35.9pp | 48.32%-25.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,547 | $6,697-76.9% | $5,918-73.9% | $4,761-67.5% |
| Participant deferral / active EE | $1,963 | $8,405-76.6% | $7,714-74.6% | $5,982-67.2% |
| Admin fee / account holder | $782 | $15,399-94.9% | $12,427-93.7% | $11,246-93.0% |