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 | $5,199 | $82,879-93.7% | $96,576-94.6% | $67,986-92.4% |
| Participation rate | 91.6% | 75.2%+16.4pp | 81.4%+10.1pp | 57.2%+34.4pp |
| Annual return | 21.48% | 36.90%-15.4pp | 38.47%-17.0pp | 31.67%-10.2pp |
| Employer contribution / active EE | $808 | $2,727-70.4% | $3,553-77.3% | $2,019-60.0% |
| Participant deferral / active EE | $1,099 | $6,976-84.2% | $7,956-86.2% | $3,358-67.3% |
| Admin fee / account holder | $366 | $2,783-86.9% | $11,381-96.8% | $3,203-88.6% |