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 3-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 | $7,541 | $159,602-95.3% | $150,045-95.0% | $142,382-94.7% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 24.09% | 70.24%-46.1pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,349 | $4,961-72.8% | $4,693-71.3% | $4,299-68.6% |
| Participant deferral / active EE | $1,523 | $8,310-81.7% | $7,997-81.0% | $6,507-76.6% |
| Admin fee / account holder | $805 | $14,846-94.6% | $13,435-94.0% | $12,624-93.6% |