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 | $6,916 | $86,929-92.0% | $102,423-93.2% | $80,856-91.4% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.6%+10.5pp |
| Annual return | 14.75% | 18.88%-4.1pp | 29.32%-14.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,478 | $2,369-37.6% | $3,023-51.1% | $2,755-46.3% |
| Participant deferral / active EE | $1,130 | $4,118-72.6% | $5,053-77.6% | $4,296-73.7% |
| Admin fee / account holder | $359 | $8,049-95.5% | $9,451-96.2% | $6,918-94.8% |