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 | $3,676 | $109,413-96.6% | $156,263-97.6% | $84,808-95.7% |
| Participation rate | 80.0% | 72.7%+7.3pp | 78.9%+1.1pp | 68.3%+11.7pp |
| Annual return | 14.81% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,471 | $2,907-49.4% | $4,333-66.1% | $2,631-44.1% |
| Participant deferral / active EE | $1,796 | $4,590-60.9% | $6,158-70.8% | $4,212-57.4% |
| Admin fee / account holder | $4,671 | $9,357-50.1% | $14,255-67.2% | $7,344-36.4% |