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 | $2,805 | $80,717-96.5% | $154,803-98.2% | $84,808-96.7% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 21.83% | 37.96%-16.1pp | 58.88%-37.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $816 | $2,761-70.4% | $4,305-81.0% | $2,631-69.0% |
| Participant deferral / active EE | $869 | $3,303-73.7% | $5,540-84.3% | $4,212-79.4% |
| Admin fee / account holder | $719 | $6,746-89.3% | $14,329-95.0% | $7,344-90.2% |