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 8-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 | $21,550 | $149,679-85.6% | $117,039-81.6% | $147,584-85.4% |
| Participation rate | 77.8% | 83.5%-5.7pp | 77.2%+0.6pp | 82.8%-5.1pp |
| Annual return | 13.64% | 19.31%-5.7pp | 18.95%-5.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,392 | $4,937-71.8% | $3,785-63.2% | $4,876-71.5% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $369 | $7,856-95.3% | $5,974-93.8% | $10,885-96.6% |