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 | $6,918 | $179,726-96.2% | $156,263-95.6% | $142,382-95.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 54.74% | 77.86%-23.1pp | 59.47%-4.7pp | 217.08%-162.3pp |
| Employer contribution / active EE | $1,710 | $5,069-66.3% | $4,333-60.5% | $4,299-60.2% |
| Participant deferral / active EE | $1,431 | $6,956-79.4% | $6,158-76.8% | $6,507-78.0% |
| Admin fee / account holder | $1,416 | $17,272-91.8% | $14,255-90.1% | $12,624-88.8% |