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 | $510 | $106,584-99.5% | $101,326-99.5% | $142,382-99.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 13.37% | 36.93%-23.6pp | 36.82%-23.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $215 | $3,956-94.6% | $3,665-94.1% | $4,299-95.0% |
| Participant deferral / active EE | $248 | $8,297-97.0% | $7,994-96.9% | $6,507-96.2% |
| Admin fee / account holder | $1,492 | $11,446-87.0% | $11,185-86.7% | $12,624-88.2% |