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 6-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 | $3,351 | $70,475-95.2% | $100,516-96.7% | $79,858-95.8% |
| Participation rate | 85.7% | 73.7%+12.1pp | 79.4%+6.3pp | 69.6%+16.1pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,481 | $2,165-31.6% | $3,418-56.7% | $2,471-40.1% |
| Participant deferral / active EE | $2,246 | $5,181-56.7% | $6,270-64.2% | $3,740-40.0% |
| Admin fee / account holder | $440 | $4,478-90.2% | $8,081-94.6% | $5,306-91.7% |