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 6-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 | $3,079 | $61,280-95.0% | $69,780-95.6% | $84,808-96.4% |
| Participation rate | 96.0% | 73.6%+22.4pp | 79.3%+16.7pp | 68.3%+27.7pp |
| Annual return | 25.36% | 12.93%+12.4pp | 26.31%-0.9pp | 40.90%-15.5pp |
| Employer contribution / active EE | $443 | $3,577-87.6% | $4,168-89.4% | $2,631-83.2% |
| Participant deferral / active EE | $608 | $3,756-83.8% | $6,164-90.1% | $4,212-85.6% |
| Admin fee / account holder | $351 | $6,026-94.2% | $7,285-95.2% | $7,344-95.2% |