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 | $12,527 | $138,347-90.9% | $184,203-93.2% | $80,856-84.5% |
| Participation rate | 86.8% | 83.9%+3.0pp | 86.8%0pp | 67.6%+19.2pp |
| Annual return | 44.67% | 20.02%+24.6pp | 28.81%+15.9pp | 35.59%+9.1pp |
| Employer contribution / active EE | $1,812 | $4,850-62.7% | $6,427-71.8% | $2,755-34.2% |
| Participant deferral / active EE | $2,966 | $7,071-58.1% | $9,131-67.5% | $4,296-31.0% |
| Admin fee / account holder | $2,137 | $10,483-79.6% | $13,901-84.6% | $6,918-69.1% |