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 5-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 | $2,662 | $106,584-97.5% | $101,326-97.4% | $142,382-98.1% |
| Participation rate | 79.2% | 82.7%-3.5pp | 81.5%-2.3pp | 80.1%-1.0pp |
| Annual return | 17.75% | 36.93%-19.2pp | 36.82%-19.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $295 | $3,956-92.5% | $3,665-92.0% | $4,299-93.1% |
| Participant deferral / active EE | $418 | $8,297-95.0% | $7,994-94.8% | $6,507-93.6% |
| Admin fee / account holder | $357 | $11,446-96.9% | $11,185-96.8% | $12,624-97.2% |