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 | $4,560 | $106,584-95.7% | $101,326-95.5% | $142,382-96.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 22.38% | 36.93%-14.5pp | 36.82%-14.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,544 | $3,956-61.0% | $3,665-57.9% | $4,299-64.1% |
| Participant deferral / active EE | $1,930 | $8,297-76.7% | $7,994-75.9% | $6,507-70.3% |
| Admin fee / account holder | $764 | $11,446-93.3% | $11,185-93.2% | $12,624-93.9% |