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 | $2,579 | $73,787-96.5% | $98,716-97.4% | $82,448-96.9% |
| Participation rate | 78.1% | 61.4%+16.7pp | 69.3%+8.8pp | 68.1%+10.1pp |
| Annual return | 24.91% | 18.57%+6.3pp | 31.81%-6.9pp | 41.64%-16.7pp |
| Employer contribution / active EE | $983 | $1,511-35.0% | $2,279-56.9% | $2,551-61.5% |
| Participant deferral / active EE | $1,126 | $3,081-63.5% | $4,048-72.2% | $4,139-72.8% |
| Admin fee / account holder | $449 | $6,500-93.1% | $8,703-94.8% | $7,234-93.8% |