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 | $5,134 | $100,970-94.9% | $96,576-94.7% | $137,256-96.3% |
| Participation rate | 95.5% | 82.6%+12.8pp | 81.4%+14.0pp | 80.0%+15.5pp |
| Annual return | 18.54% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $973 | $3,809-74.5% | $3,553-72.6% | $4,156-76.6% |
| Participant deferral / active EE | $1,003 | $8,286-87.9% | $7,956-87.4% | $6,407-84.3% |
| Admin fee / account holder | $1,453 | $11,312-87.2% | $11,381-87.2% | $12,270-88.2% |