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 | $2,122 | $124,281-98.3% | $109,143-98.1% | $167,490-98.7% |
| Participation rate | 78.6% | 79.4%-0.9pp | 75.9%+2.7pp | 82.1%-3.5pp |
| Annual return | 26.93% | 26.04%+0.9pp | 25.75%+1.2pp | 478.56%-451.6pp |
| Employer contribution / active EE | $1,113 | $4,207-73.5% | $3,722-70.1% | $4,837-77.0% |
| Participant deferral / active EE | $1,193 | $5,255-77.3% | $4,653-74.4% | $6,341-81.2% |
| Admin fee / account holder | $574 | $7,970-92.8% | $6,752-91.5% | $12,309-95.3% |