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 | $15,628 | $209,336-92.5% | $197,124-92.1% | $137,256-88.6% |
| Participation rate | 73.7% | 87.3%-13.6pp | 86.7%-13.0pp | 80.0%-6.3pp |
| Annual return | 20.07% | 48.09%-28.0pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,274 | $6,591-65.5% | $6,227-63.5% | $4,156-45.3% |
| Participant deferral / active EE | $2,563 | $9,614-73.3% | $9,135-71.9% | $6,407-60.0% |
| Admin fee / account holder | $2,101 | $17,308-87.9% | $16,298-87.1% | $12,270-82.9% |