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 6-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 | $5,908 | $132,634-95.5% | $115,768-94.9% | $137,256-95.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 21.69% | 160.70%-139.0pp | 100.46%-78.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $956 | $3,360-71.5% | $2,940-67.5% | $4,156-77.0% |
| Participant deferral / active EE | $1,403 | $5,619-75.0% | $4,917-71.5% | $6,407-78.1% |
| Admin fee / account holder | $1,107 | $15,028-92.6% | $12,439-91.1% | $12,270-91.0% |