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 5-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 | $15,176 | $118,450-87.2% | $98,439-84.6% | $139,434-89.1% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 15.14% | 18.94%-3.8pp | 21.16%-6.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,160 | $3,609-67.9% | $3,048-61.9% | $4,751-75.6% |
| Participant deferral / active EE | $1,256 | $5,392-76.7% | $4,738-73.5% | $6,710-81.3% |
| Admin fee / account holder | $3,061 | $14,026-78.2% | $8,948-65.8% | $11,403-73.2% |