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 6-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 | $10,999 | $87,733-87.5% | $106,548-89.7% | $85,850-87.2% |
| Participation rate | 96.4% | 71.9%+24.5pp | 76.1%+20.3pp | 69.3%+27.1pp |
| Annual return | 13.48% | 21.86%-8.4pp | 26.80%-13.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,216 | $2,073-41.3% | $2,819-56.9% | $2,565-52.6% |
| Participant deferral / active EE | $796 | $3,469-77.0% | $4,398-81.9% | $3,952-79.8% |
| Admin fee / account holder | $4,324 | $6,767-36.1% | $7,407-41.6% | $6,260-30.9% |