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 4-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 | $6,160 | $148,534-95.9% | $135,903-95.5% | $139,434-95.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.16% | 79.19%-53.0pp | 68.23%-42.1pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,222 | $5,243-76.7% | $4,856-74.8% | $4,751-74.3% |
| Participant deferral / active EE | $2,388 | $8,100-70.5% | $7,758-69.2% | $6,710-64.4% |
| Admin fee / account holder | $1,816 | $12,400-85.4% | $10,762-83.1% | $11,403-84.1% |