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 | $12,918 | $148,534-91.3% | $135,903-90.5% | $139,434-90.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 16.79% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,576 | $5,243-69.9% | $4,856-67.5% | $4,751-66.8% |
| Participant deferral / active EE | $2,222 | $8,100-72.6% | $7,758-71.4% | $6,710-66.9% |
| Admin fee / account holder | $680 | $12,400-94.5% | $10,762-93.7% | $11,403-94.0% |