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 | $3,370 | $161,352-97.9% | $134,172-97.5% | $137,256-97.5% |
| Participation rate | 85.0% | 78.3%+6.7pp | 72.5%+12.5pp | 80.0%+5.0pp |
| Annual return | 18.02% | 28.72%-10.7pp | 25.30%-7.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,027 | $4,099-74.9% | $3,420-70.0% | $4,156-75.3% |
| Participant deferral / active EE | $1,302 | $5,552-76.5% | $4,690-72.2% | $6,407-79.7% |
| Admin fee / account holder | $1,191 | $15,028-92.1% | $12,016-90.1% | $12,270-90.3% |