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 | $133,922-95.6% | $116,228-94.9% | $142,382-95.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 21.69% | 147.76%-126.1pp | 90.06%-68.4pp | 217.08%-195.4pp |
| Employer contribution / active EE | $956 | $3,446-72.2% | $2,994-68.1% | $4,299-77.8% |
| Participant deferral / active EE | $1,403 | $5,672-75.3% | $4,953-71.7% | $6,507-78.4% |
| Admin fee / account holder | $1,107 | $14,945-92.6% | $11,989-90.8% | $12,624-91.2% |