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 4-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 | $6,856 | $148,534-95.4% | $135,903-95.0% | $139,434-95.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 31.94% | 79.19%-47.2pp | 68.23%-36.3pp | 372.94%-341.0pp |
| Employer contribution / active EE | $1,731 | $5,243-67.0% | $4,856-64.4% | $4,751-63.6% |
| Participant deferral / active EE | $2,461 | $8,100-69.6% | $7,758-68.3% | $6,710-63.3% |
| Admin fee / account holder | $1,562 | $12,400-87.4% | $10,762-85.5% | $11,403-86.3% |