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 | $5,604 | $106,584-94.7% | $101,326-94.5% | $142,382-96.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 16.11% | 36.93%-20.8pp | 36.82%-20.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $187 | $3,956-95.3% | $3,665-94.9% | $4,299-95.7% |
| Participant deferral / active EE | $491 | $8,297-94.1% | $7,994-93.9% | $6,507-92.4% |
| Admin fee / account holder | $3,085 | $11,446-73.0% | $11,185-72.4% | $12,624-75.6% |