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 10-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 | $4,904 | $76,312-93.6% | $67,221-92.7% | $158,922-96.9% |
| Participation rate | 76.5% | 84.3%-7.8pp | 79.4%-2.9pp | 82.0%-5.5pp |
| Annual return | 20.96% | 22.77%-1.8pp | 20.72%+0.2pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,219 | $4,476-72.8% | $3,723-67.3% | $4,761-74.4% |
| Participant deferral / active EE | $1,270 | $5,264-75.9% | $4,384-71.0% | $5,982-78.8% |
| Admin fee / account holder | $877 | $8,005-89.0% | $5,844-85.0% | $11,246-92.2% |