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 | $14,322 | $214,378-93.3% | $200,582-92.9% | $142,382-89.9% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 19.50% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,112 | $6,841-69.1% | $6,419-67.1% | $4,299-50.9% |
| Participant deferral / active EE | $2,676 | $9,865-72.9% | $9,331-71.3% | $6,507-58.9% |
| Admin fee / account holder | $1,246 | $17,692-93.0% | $16,305-92.4% | $12,624-90.1% |