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 | $5,721 | $94,752-94.0% | $112,887-94.9% | $139,434-95.9% |
| Participation rate | 90.9% | 81.3%+9.7pp | 80.5%+10.4pp | 80.3%+10.6pp |
| Annual return | 23.74% | 40.88%-17.1pp | 34.10%-10.4pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,307 | $4,625-71.7% | $4,563-71.4% | $4,751-72.5% |
| Participant deferral / active EE | $1,388 | $6,512-78.7% | $6,513-78.7% | $6,710-79.3% |
| Admin fee / account holder | $564 | $8,527-93.4% | $7,047-92.0% | $11,403-95.1% |