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 | $88,634-94.1% | $101,326-94.9% | $74,304-93.0% |
| Participation rate | 91.6% | 76.9%+14.7pp | 81.5%+10.1pp | 60.3%+31.2pp |
| Annual return | 21.48% | 33.10%-11.6pp | 36.82%-15.3pp | 29.43%-8.0pp |
| Employer contribution / active EE | $808 | $2,930-72.4% | $3,665-78.0% | $2,241-63.9% |
| Participant deferral / active EE | $1,099 | $7,322-85.0% | $7,994-86.3% | $3,767-70.8% |
| Admin fee / account holder | $366 | $2,425-84.9% | $11,185-96.7% | $2,969-87.7% |