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 | $3,548 | $112,729-96.9% | $98,716-96.4% | $137,256-97.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 23.56% | 38.48%-14.9pp | 31.81%-8.2pp | 220.34%-196.8pp |
| Employer contribution / active EE | $750 | $2,725-72.5% | $2,279-67.1% | $4,156-81.9% |
| Participant deferral / active EE | $761 | $4,640-83.6% | $4,048-81.2% | $6,407-88.1% |
| Admin fee / account holder | $469 | $10,129-95.4% | $8,703-94.6% | $12,270-96.2% |