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 | $8,139 | $77,634-89.5% | $156,549-94.8% | $62,891-87.1% |
| Participation rate | 74.0% | 71.2%+2.8pp | 84.0%-10.0pp | 69.3%+4.7pp |
| Annual return | 5.47% | 50.32%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,170 | $3,444-66.0% | $5,501-78.7% | $2,281-48.7% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $885 | $5,561-84.1% | $13,027-93.2% | $4,296-79.4% |