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 | $6,870 | $127,065-94.6% | $113,168-93.9% | $142,382-95.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.97% | 24.03%-12.1pp | 24.27%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,179 | $3,442-36.7% | $2,975-26.8% | $4,299-49.3% |
| Participant deferral / active EE | $1,530 | $5,716-73.2% | $5,107-70.0% | $6,507-76.5% |
| Admin fee / account holder | $2,820 | $15,736-82.1% | $12,068-76.6% | $12,624-77.7% |