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 8-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 | $24,991 | $176,812-85.9% | $146,665-83.0% | $167,490-85.1% |
| Participation rate | 93.8% | 83.6%+10.1pp | 80.1%+13.7pp | 82.1%+11.6pp |
| Annual return | 11.44% | 24.03%-12.6pp | 22.74%-11.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,272 | $5,160-75.3% | $4,136-69.2% | $4,837-73.7% |
| Participant deferral / active EE | $1,307 | $6,440-79.7% | $5,506-76.3% | $6,341-79.4% |
| Admin fee / account holder | $4,133 | $13,259-68.8% | $10,280-59.8% | $12,309-66.4% |