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 | $1,667 | $105,126-98.4% | $94,646-98.2% | $139,434-98.8% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 14.70% | 38.03%-23.3pp | 156.71%-142.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $801 | $4,106-80.5% | $3,672-78.2% | $4,751-83.1% |
| Participant deferral / active EE | $997 | $7,599-86.9% | $7,418-86.6% | $6,710-85.1% |
| Admin fee / account holder | $1,051 | $8,984-88.3% | $7,231-85.5% | $11,403-90.8% |