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 4-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 | $21,008 | $181,894-88.5% | $156,549-86.6% | $273,961-92.3% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 6.17% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,638 | $6,248-57.8% | $5,501-52.1% | $4,869-45.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $926 | $15,559-94.0% | $13,027-92.9% | $10,132-90.9% |