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 | $27,407 | $168,632-83.7% | $147,614-81.4% | $125,391-78.1% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | 0.80% | 77.65%-76.8pp | 61.98%-61.2pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,341 | $6,252-78.6% | $5,564-75.9% | $4,866-72.4% |
| Participant deferral / active EE | $1,164 | $5,507-78.9% | $4,895-76.2% | $5,352-78.2% |
| Admin fee / account holder | $964 | $13,580-92.9% | $11,611-91.7% | $9,540-89.9% |