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 7-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 | $5,294 | $72,277-92.7% | $101,248-94.8% | $79,858-93.4% |
| Participation rate | 97.1% | 68.5%+28.7pp | 75.8%+21.3pp | 69.6%+27.5pp |
| Annual return | 132.30% | 22.30%+110.0pp | 46.47%+85.8pp | 31.71%+100.6pp |
| Employer contribution / active EE | $1,798 | $2,692-33.2% | $3,660-50.9% | $2,471-27.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $627 | $4,400-85.8% | $5,945-89.5% | $5,306-88.2% |