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 | $9,230 | $89,753-89.7% | $107,525-91.4% | $84,808-89.1% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 24.16% | 29.48%-5.3pp | 181.32%-157.2pp | 40.90%-16.7pp |
| Employer contribution / active EE | $5,967 | $3,113+91.7% | $3,754+59.0% | $2,631+126.8% |
| Participant deferral / active EE | $1,427 | $4,056-64.8% | $5,116-72.1% | $4,212-66.1% |
| Admin fee / account holder | $2,021 | $7,222-72.0% | $8,919-77.3% | $7,344-72.5% |