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 | $3,101 | $87,013-96.4% | $106,213-97.1% | $80,856-96.2% |
| Participation rate | 73.1% | 70.4%+2.6pp | 75.3%-2.2pp | 67.6%+5.4pp |
| Annual return | 14.07% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $777 | $2,395-67.6% | $3,171-75.5% | $2,755-71.8% |
| Participant deferral / active EE | $911 | $3,986-77.2% | $5,016-81.8% | $4,296-78.8% |
| Admin fee / account holder | $1,178 | $8,431-86.0% | $11,033-89.3% | $6,918-83.0% |