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 8-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 | $5,173 | $77,899-93.4% | $149,673-96.5% | $75,163-93.1% |
| Participation rate | 85.3% | 65.6%+19.7pp | 78.8%+6.5pp | 67.2%+18.1pp |
| Annual return | 13.45% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $768 | $3,137-75.5% | $4,818-84.1% | $2,670-71.2% |
| Participant deferral / active EE | $836 | $3,411-75.5% | $5,680-85.3% | $4,125-79.7% |
| Admin fee / account holder | $2,257 | $5,956-62.1% | $13,210-82.9% | $5,651-60.1% |