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 | $3,842 | $77,896-95.1% | $134,172-97.1% | $82,448-95.3% |
| Participation rate | 80.8% | 62.8%+18.0pp | 72.5%+8.3pp | 68.1%+12.7pp |
| Annual return | 17.62% | 18.21%-0.6pp | 25.30%-7.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $622 | $2,159-71.2% | $3,420-81.8% | $2,551-75.6% |
| Participant deferral / active EE | $943 | $3,162-70.2% | $4,690-79.9% | $4,139-77.2% |
| Admin fee / account holder | $1,398 | $6,336-77.9% | $12,016-88.4% | $7,234-80.7% |