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 4-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 | $5,636 | $148,534-96.2% | $135,903-95.9% | $139,434-96.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 20.97% | 79.19%-58.2pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,383 | $5,243-73.6% | $4,856-71.5% | $4,751-70.9% |
| Participant deferral / active EE | $1,971 | $8,100-75.7% | $7,758-74.6% | $6,710-70.6% |
| Admin fee / account holder | $3,554 | $12,400-71.3% | $10,762-67.0% | $11,403-68.8% |