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 | $13,350 | $175,202-92.4% | $149,673-91.1% | $139,434-90.4% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 20.81% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,913 | $5,474-65.0% | $4,818-60.3% | $4,751-59.7% |
| Participant deferral / active EE | $1,795 | $6,519-72.5% | $5,680-68.4% | $6,710-73.3% |
| Admin fee / account holder | $804 | $16,150-95.0% | $13,210-93.9% | $11,403-92.9% |