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 | $4,361 | $64,480-93.2% | $81,382-94.6% | $80,856-94.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 31.59% | 16.34%+15.3pp | 24.73%+6.9pp | 35.59%-4.0pp |
| Employer contribution / active EE | $1,901 | $1,978-3.9% | $2,463-22.8% | $2,755-31.0% |
| Participant deferral / active EE | $948 | $3,094-69.4% | $3,883-75.6% | $4,296-77.9% |
| Admin fee / account holder | $521 | $5,671-90.8% | $5,768-91.0% | $6,918-92.5% |