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 | $3,975 | $111,754-96.4% | $103,333-96.2% | $145,922-97.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.01% | 24.77%-8.8pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,218 | $4,212-71.1% | $3,868-68.5% | $4,660-73.9% |
| Participant deferral / active EE | $1,331 | $5,619-76.3% | $5,057-73.7% | $6,688-80.1% |
| Admin fee / account holder | $566 | $9,750-94.2% | $8,355-93.2% | $13,397-95.8% |