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 | $5,907 | $110,257-94.6% | $96,544-93.9% | $139,434-95.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 21.60% | 26.32%-4.7pp | 25.84%-4.2pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,353 | $3,620-62.6% | $2,965-54.4% | $4,751-71.5% |
| Participant deferral / active EE | $828 | $5,548-85.1% | $4,851-82.9% | $6,710-87.7% |
| Admin fee / account holder | $326 | $11,591-97.2% | $8,252-96.1% | $11,403-97.1% |