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 | $13,844 | $159,602-91.3% | $150,045-90.8% | $142,382-90.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 14.81% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,044 | $4,961-58.8% | $4,693-56.4% | $4,299-52.5% |
| Participant deferral / active EE | $838 | $8,310-89.9% | $7,997-89.5% | $6,507-87.1% |
| Admin fee / account holder | $4,052 | $14,846-72.7% | $13,435-69.8% | $12,624-67.9% |