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 | $5,349 | $185,822-97.1% | $169,993-96.9% | $139,434-96.2% |
| Participation rate | 78.6% | 87.8%-9.2pp | 87.0%-8.4pp | 80.3%-1.7pp |
| Annual return | 14.36% | 60.50%-46.1pp | 53.37%-39.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,883 | $7,590-75.2% | $6,785-72.2% | $4,751-60.4% |
| Participant deferral / active EE | $1,898 | $11,622-83.7% | $10,408-81.8% | $6,710-71.7% |
| Admin fee / account holder | $2,432 | $15,381-84.2% | $12,815-81.0% | $11,403-78.7% |