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 | $2,665 | $93,571-97.2% | $135,903-98.0% | $75,163-96.5% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 67.2%+16.6pp |
| Annual return | 39.41% | 30.90%+8.5pp | 68.23%-28.8pp | 160.62%-121.2pp |
| Employer contribution / active EE | $1,025 | $3,537-71.0% | $4,856-78.9% | $2,670-61.6% |
| Participant deferral / active EE | $1,448 | $6,404-77.4% | $7,758-81.3% | $4,125-64.9% |
| Admin fee / account holder | $311 | $6,975-95.5% | $10,762-97.1% | $5,651-94.5% |