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 | $11,509 | $201,259-94.3% | $184,200-93.8% | $145,959-92.1% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 17.85% | 28.98%-11.1pp | 28.80%-10.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $4,670 | $7,018-33.5% | $6,424-27.3% | $4,661+0.2% |
| Participant deferral / active EE | $2,799 | $9,806-71.5% | $9,132-69.3% | $6,689-58.2% |
| Admin fee / account holder | $532 | $16,372-96.8% | $13,907-96.2% | $13,398-96.0% |