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 5-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 | $16,974 | $167,307-89.9% | $143,757-88.2% | $134,475-87.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.97% | 0.46%+4.5pp | -0.04%+5.0pp | 417.96%-413.0pp |
| Employer contribution / active EE | $1,349 | $5,619-76.0% | $4,951-72.8% | $4,740-71.5% |
| Participant deferral / active EE | $352 | $6,446-94.5% | $5,637-93.8% | $6,400-94.5% |
| Admin fee / account holder | $3,918 | $18,088-78.3% | $14,673-73.3% | $11,426-65.7% |