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 | $9,594 | $214,378-95.5% | $200,582-95.2% | $142,382-93.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.87% | 46.41%-24.5pp | 42.33%-20.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,626 | $6,841-76.2% | $6,419-74.7% | $4,299-62.2% |
| Participant deferral / active EE | $2,727 | $9,865-72.4% | $9,331-70.8% | $6,507-58.1% |
| Admin fee / account holder | $504 | $17,692-97.2% | $16,305-96.9% | $12,624-96.0% |