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 10-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 | $3,849 | $172,478-97.8% | $145,661-97.4% | $142,382-97.3% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.2%+8.5pp | 80.1%+5.6pp |
| Annual return | 15.50% | 151.09%-135.6pp | 101.46%-86.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $850 | $4,899-82.6% | $4,238-79.9% | $4,299-80.2% |
| Participant deferral / active EE | $1,662 | $8,348-80.1% | $7,198-76.9% | $6,507-74.5% |
| Admin fee / account holder | $9,271 | $16,864-45.0% | $12,466-25.6% | $12,624-26.6% |