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 | $5,188 | $159,602-96.7% | $150,045-96.5% | $142,382-96.4% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 20.80% | 70.24%-49.4pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,113 | $4,961-77.6% | $4,693-76.3% | $4,299-74.1% |
| Participant deferral / active EE | $1,057 | $8,310-87.3% | $7,997-86.8% | $6,507-83.8% |
| Admin fee / account holder | $1,385 | $14,846-90.7% | $13,435-89.7% | $12,624-89.0% |