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 | $20,624 | $154,117-86.6% | $129,995-84.1% | $139,434-85.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.09% | 32.48%-10.4pp | -137.18%+159.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,318 | $5,289-56.2% | $4,320-46.3% | $4,751-51.2% |
| Participant deferral / active EE | $1,718 | $6,710-74.4% | $5,820-70.5% | $6,710-74.4% |
| Admin fee / account holder | $907 | $14,007-93.5% | $10,614-91.5% | $11,403-92.0% |