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 | $4,926 | $124,425-96.0% | $112,040-95.6% | $137,256-96.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 23.96% | 24.72%-0.8pp | 24.52%-0.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,497 | $3,411-56.1% | $2,954-49.3% | $4,156-64.0% |
| Participant deferral / active EE | $1,593 | $5,718-72.2% | $5,098-68.8% | $6,407-75.1% |
| Admin fee / account holder | $412 | $15,207-97.3% | $12,098-96.6% | $12,270-96.6% |