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 | $8,050 | $177,572-95.5% | $154,803-94.8% | $142,382-94.3% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 68.05% | 65.07%+3.0pp | 58.88%+9.2pp | 217.08%-149.0pp |
| Employer contribution / active EE | $1,044 | $4,810-78.3% | $4,305-75.8% | $4,299-75.7% |
| Participant deferral / active EE | $1,603 | $6,272-74.4% | $5,540-71.1% | $6,507-75.4% |
| Admin fee / account holder | $552 | $16,786-96.7% | $14,329-96.2% | $12,624-95.6% |