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 3-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 | $3,296 | $172,111-98.1% | $150,298-97.8% | $137,256-97.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 19.16% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,051 | $4,636-77.3% | $4,154-74.7% | $4,156-74.7% |
| Participant deferral / active EE | $1,455 | $6,166-76.4% | $5,453-73.3% | $6,407-77.3% |
| Admin fee / account holder | $1,404 | $16,471-91.5% | $14,116-90.1% | $12,270-88.6% |