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 3-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 | $1,052 | $95,266-98.9% | $82,389-98.7% | $142,382-99.3% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.5%+1.0pp | 80.1%-9.5pp |
| Annual return | 14.19% | 25.74%-11.5pp | 28.67%-14.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $521 | $4,809-89.2% | $4,155-87.5% | $6,507-92.0% |
| Admin fee / account holder | $585 | $8,563-93.2% | $7,231-91.9% | $12,624-95.4% |