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 | $19,906 | $127,777-84.4% | $106,548-81.3% | $167,490-88.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.88% | 33.87%-21.0pp | 26.80%-13.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,167 | $3,427-66.0% | $2,819-58.6% | $4,837-75.9% |
| Participant deferral / active EE | $1,289 | $5,087-74.7% | $4,398-70.7% | $6,341-79.7% |
| Admin fee / account holder | $1,397 | $11,228-87.6% | $7,407-81.1% | $12,309-88.7% |