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 5-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 | $2,438 | $142,344-98.3% | $119,609-98.0% | $134,475-98.2% |
| Participation rate | 82.6% | 82.8%-0.2pp | 79.3%+3.3pp | 81.2%+1.4pp |
| Annual return | 7.47% | -12.44%+19.9pp | -14.97%+22.4pp | 417.96%-410.5pp |
| Employer contribution / active EE | $1,575 | $5,222-69.8% | $4,232-62.8% | $4,740-66.8% |
| Participant deferral / active EE | $1,930 | $6,469-70.2% | $5,602-65.5% | $6,400-69.8% |
| Admin fee / account holder | $356 | $13,584-97.4% | $10,323-96.6% | $11,426-96.9% |