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 | $5,700 | $86,929-93.4% | $102,423-94.4% | $80,856-93.0% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.0pp |
| Annual return | 13.56% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,120 | $2,369-52.7% | $3,023-63.0% | $2,755-59.4% |
| Participant deferral / active EE | $1,732 | $4,118-57.9% | $5,053-65.7% | $4,296-59.7% |
| Admin fee / account holder | $1,923 | $8,049-76.1% | $9,451-79.6% | $6,918-72.2% |