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 | $14,512 | $154,228-90.6% | $145,433-90.0% | $137,256-89.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.21% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,120 | $4,804-55.9% | $4,554-53.5% | $4,156-49.0% |
| Participant deferral / active EE | $351 | $8,216-95.7% | $7,897-95.6% | $6,407-94.5% |
| Admin fee / account holder | $921 | $14,344-93.6% | $13,129-93.0% | $12,270-92.5% |